Senior Vice President - Financial Advisor, Senior Portfolio Director
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.
The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.
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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
While valuations remain a headwind, U.S. equity markets remain above key technical support levels with potential for another round of sector rotation developing heading into Q2.
