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Welcome!

Thank you for taking the time to visit my website. The site contains information about me, RBC Wealth Management, current events, and changes taking place in the financial markets. Feel free to let me know what you like or don't like about it or things you think would be helpful to add.

Don

Value statement

I want to help you understand the world of investing and meet your financial goals. I will simplify the process and work with you over the long term in a way that is relatable and comfortable. I will look at your whole financial picture and develop a plan that works for you and makes sense to you.

Global Insight Monthly

Global Insight Monthly NovemberWill AI generate long-term equity performance?

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

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Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation click on the  Contact.

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

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Latest Insights

Woman looking over her shoulder

Looking back, looking ahead – with guarded optimism

Nov 30, 2023 | Joseph Wu, CFA

We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.

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