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.
Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read 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.
President Donald Trump unveiled his long-threatened reciprocal tariffs, putting an exclamation point on a new era of protectionism. Our regional analysts review the tariff policies and provide thoughts on the implications for markets.
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
