Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
I am very proud to be recognized as one Barron’s Top 1,200 Financial Advisors in 2012- 2018 and 2019. This prestigious award is given to less than one percent of all advisors in the industry, and I am pleased to be a part of this respected group—because it means I’m serving my clients well.
This issue of Investor’s Edge—the newsletter exclusively available for RBC Wealth Management investors—takes a look at millennials and the unique opportunities and needs they have. Additional topics in this issue: • Five money vows to take before saying “I do”; • Financial maturity shatters generational stereotypes; and • Responsibility a strong priority for millennial investors.
I urge you to take a look and reach out to me if you have any questions or would like to discuss any of these issues further.
Tariff disputes, Brexit uncertainty, and political tensions are casting shadows over the green shoots of Europe’s anticipated economic recovery. We provide an investment-focused overview and discuss our decision to downgrade European equities. Read the full economic outlook in the latest edition of Global Insight.
October 20, 2017
Year End Check List
July 12, 2019
Global Insight Weekly
June 1, 2018