Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
I help high net worth individuals and businesses achieve their financial goals by creating and implementing comprehensive wealth management solutions that focus on accumulating, protecting and transferring wealth.
Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »
For more information please contact me at 408-947-3301 or maria.boisvert@rbc.com.
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, please contact me.
I am also proud to be a member of the West Valley Peninsula Group, visit our team website.
Three years ago, all Recession Scorecard indicators were rated expansionary green suggesting to us that the U.S. economy was on a firm footing with a long way to run. However, the picture has become decidedly more mixed.
June 1, 2023
Global insight weekly
May 7, 2025
Trend & cycle roadmap
July 10, 2023
Investor's Edge
May 10, 2022
Social Security: At a glance
