Vice President - Financial Advisor, Consulting 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.
As China faces challenges to growth and development, we reflect on the outcome of the 20th Communist Party Congress and what it means for investors. Read the full economic outlook in the latest edition of Global Insight Monthly.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
We look at how the election could impact U.S. equities and key industries, and point out the market has its own rhythm when it comes to the midterms.
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
March 18, 2021
Daily market view
November 21, 2022