Senior Vice President - Financial Advisor - Portfolio Manager - Portfolio Focus
The foundation of my business is to provide clients with a clear path to wealth accumulation and preservation.
I focus on building strong client relationships so that we can thoroughly understand their priorities in life and incorporate them into their wealth plan. My goal is to provide the client with the financial peace of mind that allows them to focus on what is important in their lives.
At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity and reliability.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
April 18, 2023
Daily market view
June 1, 2023
Global insight weekly
July 10, 2023
Investor's Edge
June 15, 2023
Trend & cycle roadmap
As U.S. rate cuts near, history shows stocks and bonds often perform well after the Fed starts easing cycles, with equities showing greater variability. Given mixed economic signals, the focus should be on quality in portfolio positioning.