Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
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
Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Amid efforts to stimulate growth in the face of economic challenges, we see selective long-term opportunities in both equities and fixed income.
May 20, 2022
Establishing an investment committee for your company’s retirement plan
May 26, 2022
RBC Wealth Management retirement plan solutions
