Senior Vice President - Financial Advisor, Senior Consulting Group
I am focused on helping grow and preserve the long-term, permanent capital of nonprofit organizations and private clients with a unique focus on animal welfare, environmental, and socially-conscious investments.
As an investment fiduciary, my practice is structured to help my clients achieve their financial goals through sophisticated financial planning and thoughtful investment management that adheres to their ethical beliefs. I also leverage RBC’s global resources, establishing a truly holistic relationship to develop highly-customizable solutions to address estate planning, insurance, and lending needs. My goal is to develop long-term relationships based on integrity, trust, and respect. This is achieved by delivering a high level of professionalism and the personal service and accessibility that clients deserve.
Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.
We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.
When that little voice in your head tells you to stay silent, it’s time to find yours and use it to speak up for inclusion.
August 8, 2022
Market week
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.
