Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
As a financial advisor with RBC Wealth Management, my role isn’t just to be another “advisor” — it’s to assist individuals, couples, professionals and businesses achieve their financial goals. Whether it be retiring early, making a large purchase, or bequeathing to family or charity, I’m here to assist and educate my clients in the process.
Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
A valuation can help you improve operations today, as well as help you prepare for a future sale.
