Senior Vice President - Financial Advisor - Senior Consulting Group
As China faces challenges to growth and development, we reflect on the outcome of the 20th Communist Party Congress and what it means for investors. Read the full economic outlook in the latest edition of Global Insight Monthly.
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.
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.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
August 24, 2022
Trend & cycle roadmap
September 8, 2022
Global insight weekly
November 28, 2022
We assess the four catalysts that have caused key markets to bounce by double digits, and discuss why investors should avoid the temptation of market timing.