Managing Director - 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.
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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Lindsay and Tylar discuss the changing dynamics of the equity market, the recession outlook, what’s behind the rally in growth stocks, and more.
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.
September 25, 2023
Fixed income interest rate market monitor
September 7, 2023
Global Insight U.S. Recession Scorecard