Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
These three words build the foundation, on which I've built my business. Whenever I start working with new clients, I look at their big picture and listen to what they are trying to accomplish, both in the short term and the long term. I learn their values, their risk tolerance and their family situation and I work hard to help them build an investment portfolio that makes sense for them.
As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.
Read the Global Insight 2024 Outlook »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
May 10, 2022
Social Security: At a glance
As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.