Vice President - Financial Advisor
My mission is to provide customized wealth management solutions focused on achieving your financial goals.
Every client is different - and every client needs a financial plan and an investment portfolio that reflects their unique goals and needs. I take the time to build deep, long-lasting relationships and trust across generations, and I support my clients throughout every phase of life. I am passionate about bringing confidence and clarity to my clients' lives and legacies.
My website is designed to introduce me and my approach to wealth management, as well as share our latest market insights, research, and resources to keep you informed.
As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Learn more about me.
Q1 results have brought a mix of highlights and lowlights. We examine these opposing forces, how the Magnificent 7 narrative may change in coming quarters, and how to calibrate equity exposure in this unique period.
April brought the usual spring showers, but it also brought some adjusted central bank rate cut expectations. We examine the what and why of the revisions and explain how investors should proceed.