The best returns are more than financial

Value statement

I work with high-net-worth individuals and small businesses to provide the service, solutions, and strategies needed to help create, preserve and transfer wealth.

Global Insight Monthly

GI Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

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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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Latest Insights

Boats in a harbor

S&P 500 rally: When a rising tide lifts some boats more than others

The rally in 2025 and throughout the longer bull market cycle has been uneven, with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.

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