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.
Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the 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.
We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t