Senior Vice President - Financial Advisor, Portfolio Director Group
I help create financial security and peace of mind for high net worth individuals and institutions by developing and implementing comprehensive wealth management plans. I pride myself in providing my clients with a high level of service that meets and often exceeds their expectations.
As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »
Equity investors have long dreaded September. But we provide some context as to why stocks tend to sag in the month and explain why investors should keep their eye on the long-term ball when it comes to portfolio positioning.
May 20, 2022
A strategy to stay focused
January 9, 2024
Municipal market insight
