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Investment philosophy

Solid wealth management begins with looking at the entire picture. Each client has unique goals and financial circumstances, and is treated on an individual basis. Investment recommendations are based solely on what is right for each client. I seek to provide the excellent service and proactive communication that clients deserve. Above all, I believe in and abide by high ethical standards in all aspects of my business.


Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

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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

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Weaving the threads of U.S. equity outperformance

Jul 11, 2024 | Ben Graham, CFA

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

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