Senior Vice President - Financial Advisor, Senior Portfolio Director Group
I help affluent individuals and their families achieve their financial goals by creating and implementing comprehensive wealth management strategies.
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 »
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, contact me.
May 10, 2022
Cyber security - Strategies for staying safe online
May 20, 2022
Social Security fundamentals
May 7, 2025
Trend & cycle roadmap
June 1, 2023
Global insight weekly
Equity investors have long dreaded September. But we provide some context as to why stocks tend to sag in the month and explain why investors should keep their eye on the long-term ball when it comes to portfolio positioning.
