It's not just your money. It's your life.


Welcome to my website!

In my practice, my service associate and I work with a broad range of individuals such as retirees, doctors, attorneys, business owners, and business executives. All of these individuals have a number of things in common. They are all looking for a trusted advisory group to act as their financial quarterback to assist them with planning, implementation and monitoring of a variety of wealth management solutions. Through the open-architecture platform of RBC Wealth Management we are able to customize the solutions to meet their specific needs. With 25 years of experience, I feel that we have the tenure and experience to understand the needs of clients and “listen past the words” to fully understand what clients expect from us and how to best provide superior service.

 


Investment philosophy

The actual implementation of a variety of investment strategies for our clients presents the most challenges. No one has a crystal ball and can fore-tell the future. It is important to take every measure to reduce risk in a portfolio as much as is reasonable. Through a combination of strategic asset allocation combined with a variety of tactical applications, we are able to reduce risk while maintaining upside potential to meet long-term goals.

 


On the fast track: Digital transformation in the era of COVID-19

The COVID-19 disruption has hammered home that necessity is the mother of invention. We asked Mark Mahaney, top-ranked internet analyst from RBC Capital Markets, what impact the COVID-19 crisis is having on the internet sector. Read the full economic outlook in the latest edition of Global Insight.

 

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Latest Insights

Taking stock, Part 4: Contrarian indicators

While the immediate future remains unclear, contrarian indicators can keep investors grounded in the belief the economic foundation will improve.

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