It's not just your money. It's your life.

My practice has one goal.

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.

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

Wondering what to do with your retirement plan?

For more information please contact me at 408-947-3301 or maria.boisvert@rbc.com.

Take the next step

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.

West Valley Peninsula Group

I am also proud to be a member of the West Valley Peninsula Group, visit our team website.

Latest Insights

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Generative AI: enablers and adopters

GenAI will likely have far-ranging repercussions on the economy, sectors, and business functions. We look at the potential impact and explore investment strategies we expect to benefit from the new era.

Read more

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