First Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus
I collaborate with affluent individuals to help them clearly define and prioritize all of their investment goals. I understand that every circumstance may be different. Lifestyles, aspirations and needs vary from one household to the next. I make sure to understand the unique dynamic of every individual that I team up with. This understanding allows me to advise holistically and implement tailored investment plans. Goal progress is constantly reviewed and the dynamic nature of the plan allows flexibility for change when warranted. This comprehensive and collaborative approach empowers my clients giving them a greater sense of ownership of their financial future.
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 »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?
