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.
Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. 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.
How investors react during periods of decline is critical to their long-term success.
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