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 Monthly cover - November 2024Debunking debt disaster

Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »

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