First Vice President - Financial Advisor, Senior Portfolio Director
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.
Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.
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.
Last year saw positive market results despite many naysayers. Can this rally extend into 2026? In this article, we examine China’s policy stance, economic fundamentals, and equity market implications to find answers.
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
January 12, 2026
Market week
