Senior Vice President - Branch Director, Portfolio Director Group
Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »
I develop and implement a disciplined wealth management process to help clients successfully accumulate, protect and transfer their wealth. My 30 years of investment experience provides clients with a unique advantage to be able to navigate through challenging investment times. My clients seek me out for my expertise. They trust me not only to advise them, but to educate them, their families and their legacies in all areas of wealth management.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
We discuss key factors that have pushed the S&P 500’s valuation back up to lofty levels and how investors should weigh this in the portfolio decision-making process.
