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Global Insight Monthly

Global Insight Cover Image - Feb 2024The death of (traditional value)

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Investment philosophy

Given today’s fast paced markets, I believe the best way to invest is to focus on long-term objectives but never to ignore short-term risks. Asset diversification can manage risk, but the old “buy and hold” adage is no longer the only prudent strategy. I recommend that clients review their risk tolerance to ensure they maintain a cash allocation that is appropriate for their own circumstances. We have ongoing conversations with clients to maintain appropriate exposure to multiple asset classes that can meet and exceed performance expectations. As times have changed, so have we.

Value statement

Our group provides financial solutions to successful business owners and their families. We implement strategies to help reduce risk associated with concentrated stock exposure for executives of public companies. With over 20 years of experience in financial markets, we have seen several market cycles and that insight proves invaluable to clients in their planning and decision making.

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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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