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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 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight 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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How to incorporate Responsible Investing into annual planning

Feb 04, 2025 | RBC Wealth Management

Explore the latest themes in responsible investing, growing opportunities in wind energy and blue tech, as well as practical tips for incorporating RI into annual planning.

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