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
As the 2020 U.S. election approaches we examine how results could affect the Fed, its policies, and U.S. fixed income markets. Read the full economic outlook in the latest edition of Global Insight.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
The outcome will impact U.S. trade, foreign, and regulatory policies. We look at the repercussions for the EU and UK as well as portfolio strategy.
October 20, 2017
Establishing an investment committee for your company’s retirement plan
Retirement Plan Solutions
Retirement Plans for Businesses