Senior Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus
I collaborate with affluent individuals to help them clearly define and prioritize all of their investment goals. I understand that every circumstance may be different. Lifestyles, aspirations and needs vary from one household to the next. I make sure to understand the unique dynamic of every individual that I team up with. This understanding allows me to advise holistically and implement tailored investment plans. Goal progress is constantly reviewed and the dynamic nature of the plan allows flexibility for change when warranted. This comprehensive and collaborative approach empowers my clients giving them a greater sense of ownership of their financial future.
As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
The S&P 500 uptrend reached an all-time high, but there could be more challenges in Q3 and Q4. With market cap concentration, seasonality trends, and valuation concerns, is it time to rebalance your portfolio?
