First Vice President - Financial Advisor, Portfolio Director
I provide financial solutions to individuals and their families. Through a comprehensive approach to managing assets, I address my client’s specific needs, including retirement planning, college funding, and retirement income. Investors benefit from my customized approach to managing their assets because it addresses their current financial needs and their long-term goals.
The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.
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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Learn more about the team.
May 7, 2025
Trend & cycle roadmap
February 23, 2026
Market week
May 10, 2022
Social Security: At a glance
While valuations remain a headwind, U.S. equity markets remain above key technical support levels with potential for another round of sector rotation developing heading into Q2.