Senior Vice President - Financial Advisor, Consulting Group
I primarily serve affluent individual investors and their families. By teaming with RBC Wealth Management, my Registered Client Associate, Aimee Funk, and I have significant resources available to help provide innovative strategies and solutions that are specifically tailored to meet the needs of each of our clients. We are unwavering in our belief that our fiduciary responsibility is first, foremost, and primary to the trust we share with our clients. The following is a list of services available:
I believe that the most effective way to successfully invest in historically volatile markets is to be invested in a broad and diversified range of asset classes which would include equities, fixed income, alternative assets, and cash as appropriate given each client’s unique risk tolerance, time horizon, and financial goals.
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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
May 10, 2022
Social Security: At a glance
February 12, 2024
June 15, 2023
Trend & cycle roadmap
The cycle of market emotions
The Nikkei 225 recently climbed past its all-time closing high. We explore the factors behind investors’ enthusiasm and explain why a disappointing macroeconomic backdrop is not seen as obstacle.