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
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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
They’re the chief advisors to four generations, and their economic influence can no longer be overlooked.
October 20, 2017
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