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Investment philosophy

In this global world, with so many investment choices, no one needs to go it alone. Being a part of a top financial advisor firm that educates you and guides you through the array of choices is my passion. Identifying your investment style, finding your comfort level and designing a flexible strategy that fits your needs is what will allow you to reach your goals and aspirations.

Gain financial flexibility

Be prepared for almost any financing need by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact me today to explore this smart, yet potentially untapped source of opportunity. 

Become a client

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

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Latest Insights

Will the Fed's shifting inflation strategy impact the interest rate outlook?

Sep 18, 2020 | Thomas Garretson, CFA

The Fed now expects a nearly complete economic recovery by 2023, but we continue to expect an extended period of zero interest-rate policy beyond that.

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5G communications networks: Enabling next-generation technology

Sep 15, 2020 | Dan Smith, CFA

The 5G rollout should lead to a meaningful increase in communications equipment sales growth and more widespread adoption of cutting-edge technology.

Read more