Senior Vice President - Financial Advisor, Senior Portfolio Director Group
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.
AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
The scorecard indicators remain mixed, including a shift in the yield curve indicator. The government shutdown has limited employment data, confirming a cautious investment approach is needed, as ongoing policy and trade shifts affect the economy.
