Senior Vice President - Branch Director, Portfolio Director Group
As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. 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.
The S&P 500 uptrend reached an all-time high, but there could be more challenges in Q3 and Q4. With market cap concentration, seasonality trends, and valuation concerns, is it time to rebalance your portfolio?
