Strengthening your financial securitySM


Ethics, integrity and trust

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.


Global Insight Monthly

Global Insight Monthly NovemberWill AI generate long-term equity performance?

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

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

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Latest Insights

Woman looking over her shoulder

Looking back, looking ahead – with guarded optimism

Nov 30, 2023 | Joseph Wu, CFA

We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.

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