First Vice President - Financial Advisor, Senior Portfolio Director Group
As a CERTIFIED FINANCIAL PLANNER™ practitioner, I am able to offer advice around your whole financial life. My integrated approach looks at your assets, your liabilities, your long-term and short-term needs. In this way, I can help you maximize the impact of your financial resources, whether you are in pre-retirement or fully retired, seeking income, and/or estate planning solutions.
We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.
Read more in Global Insight Monthly
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
The OBBBA will reduce charitable tax breaks for high-income donors starting in January. Here's how to prepare before year-end.
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
May 10, 2022
Social Security: At a glance
A strategy to stay focused
April 18, 2023
Daily market view
November 17, 2025
Market week
