Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
I strive to help my clients accumulate and preserve their wealth and to help them develop multigenerational wealth management plans, helping to ensure that not only is their future taken care of, but their families as well. My goal is to educate my clients as we go through each step of my process, while providing outstanding client service. I've found that this helps ensure they are comfortable with each action we take along the way.
As opposed to a traditional market capitalization philosophy of "bigger is always better". I encourage my clients to have portfolios that are alternately weighted equally, by dividend yield or by relative strength in an effort to achieve superior outcomes. I believe investment income-similar to free cash flow for a successful business-is critical for a successful retirement portfolio. I employ both fundamental and technical analysis in decision making, fundamental to determine what to buy, technical to determine when to buy or sell.
Professional wealth management helps you answer this question, prioritize your objectives and prepare financially to accomplish them. And helping you with the financial side of achieving what is important to you is central to everything I do at RBC Wealth Management. I am able to assist with the following:
Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.
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Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, contact me.
We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.
June 15, 2023
Trend & cycle roadmap
June 1, 2023
Global insight weekly
May 20, 2022
Social Security fundamentals
May 10, 2022
Cyber security - Strategies for staying safe online
2022/2023 dollar limitations for retirement plans