Helping you grow more than wealth

I manage diversified global portfolios on a discretionary basis. My stock selection is driven by fundamental valuation, and ultimately I strive to own growth at a relatively compelling price for client portfolios.

Global Insight Monthly

Global Insight Monthly cover - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »

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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

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A new era of wealth transfer: Five key takeaways for securing your family legacy

Insights into giving and inheriting wealth across generations.

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