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.
We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.
Read more in 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.
The OBBBA will reduce charitable tax breaks for high-income donors starting in January. Here's how to prepare before year-end.
June 1, 2023
Global insight weekly
May 7, 2025
Trend & cycle roadmap
July 10, 2023
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