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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

Do trade deals erase concerns for economies and markets?

Jan 24, 2020 | Frédérique Carrier

The shifting trade winds have not blown away uncertainty, and we look at how this all shapes the investment landscape.

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Latest Insights

Is the Fed behind the recent rally in U.S. stocks and corporate bonds?

Jan 21, 2020 | Thomas Garretson, CFA

The record run for stocks has coincided with the expansion of the Fed’s balance sheet. Are risk asset rallies being fueled by the Fed or fundamentals?

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