Senior Vice President - Financial Advisor, Senior Portfolio Manager
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.
Amid the uncertainty swirling from the Middle East crisis, several forces are pushing and pulling on stock markets. Bouts of intense volatility are likely.
Read more in Global Insight Monthly
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.
Short-term S&P 500 indicators are overbought following its 13 percent rebound, but we view the strength of the advance-decline lines and the bottom in Technology following its Q4–Q1 correction as reasons to remain cautiously optimistic.
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
