Let us help you grow more than wealth

Value statement

I advise clients in the process of growing, protecting and distributing wealth in the most efficient manner possible. My professional responsibility is determining the most appropriate strategies in evaluating, constructing and managing my client’s investment portfolios.

Investment philosophy

I use a four step process to help clarify goals and develop strategies to help achieve your objectives.
Step 1 — Portfolio Analysis & Goal Setting
Step 2 — Investment Plan and Allocation
Step 3 — Investment Evaluation and Implementation
Step 4 — Performance Monitoring and Reporting

Global Insight Monthly

GI Monthly

Five disruptors to the U.S. economic cycle

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

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Latest Insights

Currency exchange tickers

The U.S. dollar in transition: Cyclical volatility meets structural shifts

The greenback’s volatile year underscores the interplay between cyclical drivers and longer-term valuation challenges—factors that could have implications for global equity leadership.

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