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Value statement

We work side by side with our individual and corporate clients and take the time to understand their needs. Our goal is to leave no doubt in our clients’ minds that they are in the best spot possible with their assets. Once we determine what is needed, then we can build what is necessary. We bring logic that is easy to understand to the measurement of numbers. We take pride in our craft by tailoring customized solutions for our clients rather than just picking it off a rack.

Global Insight Monthly

Global Insight Monthly cover - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Latest Insights

Washington, D.C.

U.S. presidential election: Back to the future

In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.

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