Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
My team works with families to identify and to achieve their goals and objectives. Our clients view us as trustworthy, knowledgeable advisors that work vigorously to improve their situations.
Our value system is the cornerstone of each of these relationships. It’s based on the stewardship values embedded in the culture of RBC (Royal Bank of Canada). As a client, you can expect our team to put your interests first, to be treated with honesty and respect, to receive complete transparency and to be supported by the strength and stability of the Royal Bank of Canada.
Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »
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, please contact me.
Due to structural headwinds, we downgraded European equities to Underweight in December. Yet a number of catalysts could occur in Q1 that could be well received by equity markets. We peruse the opportunities that may emerge in European equities.
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
