Senior Vice President - Financial Advisor, Senior Portfolio Manager
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.
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.
Read more in Global Insight Monthly
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Tips to help prevent an unexpected bill during tax season—and strategies to consider if you receive one.
