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Personal relationships. Customized strategies.

When you work with me, you’ll quickly discover that you are more than just a number. Your situation and financial goals are unique—and your wealth management plan should be as well. Working together, we will develop a strategy that focuses on your objectives and reflects your lifestyle expectations, cash flow needs, risk tolerance, and aspirations for your family and your legacy. Then I will design, build and implement a customized plan to help you reach those goals.


A U-turn for the auto sector?

It wasn’t that long ago that the auto sector was on an open road to the car of the future. But will the gauntlet of potholes left by COVID-19 cause the sector to swerve? Where is the auto sector going from here, and what does that mean for the prospects for autonomous and electric vehicles?
Read the full economic outlook in the latest edition of Global Insight.

 

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If you are not already a valued client, I invite you to experience the skill and dedication of our team built on integrity, client service and a spectrum of investment services for individuals, families, institutions and their wealth. Contact me today.

 

Latest Insights

How long will the economic recovery take?

As COVID-19 uncertainties continue, we examine revised GDP outlooks for the U.S., Canada, the EU, and China, and discuss portfolio positioning.

Read more

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