WHY CONSIDER ME?
30+ years of licensed, financial advisory experience equips me to identify the right investment decisions for my clients in continuously changing market conditions.
I serve as a portfolio manager through the Portfolio Focus program, a select group of RBC Wealth Management financial advisors who have demonstrated the knowledge and experience necessary to carefully evaluate the most suitable investment ideas while demonstrating personal integrity and commitment to fulfill my responsibilities to my clients.
I work to the fiduciary standard, which requires that I have a legal duty to act in my clients’ best interest with every investment I recommend. In fact, many of my own assets are in the same investments as my clients’.
Asset-based compensation structure
My compensation as a Portfolio Focus financial advisor is tied directly to the performance of your portfolio. No commissions are involved, regardless of how many investment trades or changes are made. Instead, you pay one quarterly fee based on your total assets under management.
My disciplined approach emphasizes value and minimizes risk with the intent to create portfolios that can generate attractive results throughout various market conditions. My investment approach is a combination of top-down, macroeconomic and bottom-up, fundamental analysis. I employ numerous investment principles but focus on valuation, strategic opportunities, risk management and behavioral finance.
“Our job is to understand that the future is uncertain and to construct a portfolio that can generate attractive results under a wide variety of outcomes.” – Robert Cordiak
Past performance does not guarantee future results.