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.
Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.
