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Value Statement

I help create financial security and peace of mind for individuals and families. I accomplish this by creating and maintaining individual investment portfolios which are compatible with my clients' long term financial objectives. The primary component of my services is to guide my clients' behavior to produce a long term, real life successful financial outcome.

Global Insight Monthly

GI Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Latest Insights

Headquarters downtown Beijing China - Global Insight 2026 Outlook

Global Insight 2026 Outlook: Asia-Pacific

The two largest Asian equity markets have the potential to rally further. Within corporate bonds, quality credits should prevail.

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