Senior 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.
As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Equity investors have long dreaded September. But we provide some context as to why stocks tend to sag in the month and explain why investors should keep their eye on the long-term ball when it comes to portfolio positioning.
