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.
Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. 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.
Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.
June 1, 2023
Global insight weekly
June 15, 2023
Trend & cycle roadmap
July 10, 2023
Investor's Edge
May 10, 2022
Social Security: At a glance
