Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
I work towards developing long-term relationships with clients. I do this by applying a wealth management approach that focuses not only on long term growth, but on asset protection, income and liquidity needs, and tax efficient investing. I strive to provide superior client service to my clients as I help them accomplish their financial goals.
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.
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.
If you are not already a valued client, I invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.
May 20, 2022
Plan sponsor fiduciary guide
March 18, 2021
Global insight weekly
May 31, 2022
Why participate in your 401(k) plan
Interest rates will … fluctuate; your investment strategy shouldn’t
While we think the bulk of market risks are in the rearview mirror, we consider whether earnings vulnerabilities are fully baked into stock prices.