Senior Vice President - Financial Advisor, Senior Portfolio Manager
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.
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
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.
Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.
May 20, 2022
Establishing an investment committee for your company’s retirement plan
May 26, 2022
RBC Wealth Management retirement plan solutions
