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.
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.
May 10, 2022
Social Security: At a glance
We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.
