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
Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the 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 the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.
May 20, 2022
Establishing an investment committee for your company’s retirement plan
May 26, 2022
RBC Wealth Management retirement plan solutions
Retirement plans for businesses