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 Monthly

Global Insight Monthly NovemberWill AI generate long-term equity performance?

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

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Wondering what to do with your retirement plan?

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

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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.

Latest Insights

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Looking back, looking ahead – with guarded optimism

We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.

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