First Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus
The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.
I help my clients become better investors through ethical financial leadership, backed by the strength of RBC Wealth Management. I deliver relationships, expertise, solutions and service based on a tradition of integrity and with a plan for the future.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
October 24, 2017
Retirement Plan Update
August 13, 2019
October 20, 2017
Strategic Tax Management – RBC Total Portfolio
September 12, 2019