Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus
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I believe my clients are the CEOs of their lives and businesses and I serve as their personal CFO: co-fiduciaries working together to manage assets in a responsible and thoughtful way. When you work with me I serve as a single and fully accountable point of contact, providing access to my team of specialists and resources.
At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.
You can build wealth by aligning your decisions with your deepest values and highest expectations. A successful investment strategy originates and reflects your core beliefs and carefully balances that with your tolerance for risk. I can help you make the decisions that reflect your values and create wealth in a sustainable way. How do I do this? I recommend a strategic asset allocation that is a broadly diversified portfolio of stocks, bonds, cash and alternatives. I will add tactical managers as appropriate to help take advantage of the upside, yet still provide some protection on the downside. I believe diversification is an important risk mitigator, but over-diversification mutes returns. I do not chase hot stocks or managers, but instead wait for a pullback for a better risk/reward entry point. I use technical analysis to take the emotion out of investing and to help us make the decision of when to buy or sell. Lastly, I believe investing for the long term.
Tariff disputes, Brexit uncertainty, and political tensions are casting shadows over the green shoots of Europe’s anticipated economic recovery. We provide an investment-focused overview and discuss our decision to downgrade European equities. Read the full economic outlook in the latest edition of Global Insight.
July 12, 2019
Daily Market View
Global Insight Weekly
July 11, 2019
Global Manager Research Monthly Index Update
Quarterly Economic and Market Update
July 8, 2019
July 2, 2019
Europe: Green shoots wilt