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.
The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.
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
April 29, 2026
Investor's Edge
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
From early banking to modern retirement accounts, learn how defining moments in the U.S. economy shaped personal wealth management strategies today.
