Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.
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I provide wealth management services to a clientele of high net worth families. I help them make more informed decisions about their money and the growth and protection of their assets and estate. My aspiration is to build lasting, meaningful relationships based on trust, integrity and superior client service. Guiding you through the stages of wealth with a plan and helping you to meet your financial goals is my number one objective. I recognize that preserving and growing wealth and income for my clients is extremely important, allowing me to become their top financial advocate.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
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