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Value statement

My mission is to provide investors attractive returns while managing risk. To identify and assist clients who understand and appreciate our investment philosophy.

Investment philosophy and approach

I seek to determine general market trends and themes. I then design specific strategies to profit as the themes develop while at the same striving to limit the risk of capital loss caused by general market volatility. I recognize that the world is less U.S. centric than in the past, and that a global perspective is a prerequisite to investment success. I am well aware that developments in far off lands can have dramatic effect on markets here at home.

I take advantage of RBC Wealth Management’s extensive research resources. I benefit from input I receive from our outside network of seasoned investors and investment professionals; a network I have built over three decades. I use both fundamental and technical analysis to look for investment themes and to develop my proprietary investment strategies.

Global Insight Cover (man looking at finances on ipad)

As earnings go, so goes the market

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.

How to protect yourself in the event of a data breach

Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.

Please contact me to discuss your present situation, discuss your retirement income planning or review your current investment portfolio in more detail.

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Latest Insights

Summer events shaping the outlook for the UK and Europe

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

Read more