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
The federal government’s debt has doubled since 2015 – and shows no signs of turning around. Read the Midyear Outlook »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
As U.S. rate cuts near, history shows stocks and bonds often perform well after the Fed starts easing cycles, with equities showing greater variability. Given mixed economic signals, the focus should be on quality in portfolio positioning.
May 20, 2022
Establishing an investment committee for your company’s retirement plan
May 26, 2022
RBC Wealth Management retirement plan solutions