Senior Vice President - Financial Advisor, Advanced Wealth Manager, Senior Consulting Group
I help create financial security and peace of mind for individuals and their families. I accomplish this by providing my clients with a high level of service that meets and often exceeds their expectations. Investors benefit from my customized approach to managing wealth because it helps address current financial needs and achieve long-term goals.
RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
September 1, 2023
Trend & cycle: The long view
June 1, 2023
Global insight weekly
June 15, 2023
Trend & cycle roadmap
I believe the most effective way to capitalize on positive market trends is to generally be fully invested across a broad and diversified range of equity asset classes, while also incorporating fixed income, and cash in smaller proportions as appropriate given risk tolerance, time horizon, and financial goals. Where appropriate I can also help clients monitor market and economic events to identify short-term investment opportunities.