Personal relationships. Global resources.

Times may change. Commitments don’t.

Jeff provides his clients with the advice and guidance needed to navigate the challenges faced in today’s complex financial world. He takes the time to learn about his clients most vital current and future concerns. With this information, he creates a personal roadmap and designs an investment strategy to aid in the attainment of those goals defined during the discovery process. By utilizing the resources and tools of RBC Wealth Management, Jeff uses his 30-plus years of industry experience to provide customized solutions to meet the needs of his clients.

Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

Bulletin Board