Senior Vice President - Financial Advisor
I provide strategic wealth planning and comprehensive financial advice for individuals and families. I draw on the vast range of portfolio solutions offered by RBC Wealth Management to meet each client’s needs and objectives. My practice focuses on customized portfolio management with an emphasis on recommending individual stocks and bonds. Clients can choose a fee based or transaction based approach. Core to my business is focusing on doing what is in my client’s best interest. Client education, communication, and feedback is an integral part of my practice.
Amid the uncertainty swirling from the Middle East crisis, several forces are pushing and pulling on stock markets. Bouts of intense volatility are likely.
Read more in Global Insight Monthly
Please contact me to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.
May 10, 2022
Social Security: At a glance
July 10, 2023
Investor's Edge
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
With war and geopolitics dominating headlines, it’s easy to overlook slower-moving changes in the investment background. We think it is important for investors to re-examine some long-held assumptions on policy impacts and investor behavior.
