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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 Monthly

Global Insight Monthly cover - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »

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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

Umbrellas

Nothing new about September slides for stock markets

Aug 28, 2025 | Kelly Bogdanova

Equity investors have long dreaded September. But we provide some context as to why stocks tend to sag in the month and explain why investors should keep their eye on the long-term ball when it comes to portfolio positioning.

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