Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Having a trusted advisor has never been more critical. I am committed to listening to you, understanding your concerns, and helping ensure all aspects of your financial life are aligned. I strive to be your personal advocate and provide you with advice that is tailored to your unique circumstances and all you'd like your wealth to achieve. Incorporating investments in a holistic plan is essential when making long-term decisions and helps ensure avoiding asset depletion and protecting your purchasing power. I look forward to the opportunity to help you embrace your financial future with confidence.
I am part of RBC Wealth Management’s Corporate and Executive Services (CES). CES guides corporations and their executives through regulatory complexities while delivering an array of sophisticated investment options including:
We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, please contact me.
December 9, 2019
October 20, 2017
Corporate and Executive Services
November 4, 2017
The Donor Advised Fund
Interest rates will … fluctuate; your investment strategy shouldn’t