Senior Vice President - Branch Director, Portfolio Manager - Portfolio Focus
My mission is to enhance the lives of my clients through a comprehensive wealth management process. This is achieved by creating, preserving and managing wealth for my clients.
I am committed to providing the highest level of personal service while continuously acting with integrity, honesty and professionalism to build a solid foundation of trust and friendship with my clients.
What a difference a year can make for the profit outlook, as uncertainties are clipping momentum. But while earnings growth will be dialed back, we look at why investors should remain dialed in to equities with a constructive—yet vigilant—stance. Read the full economic outlook in the latest edition of Global Insight.
It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
February 11, 2019
October 20, 2017
RBC Retirement Income Planning
October 6, 2017
Strength You Can Trust
The 13 Wealth Management Issues