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.
Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »
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
Oil’s rally is fueling an intriguing opportunity. We contend the global oil sector is benefiting from improved fundamentals and exposure in equity portfolios can act as an offset to geopolitical risk.
