First Vice President - Branch Director
I work with high net worth individuals and small businesses to help achieve their financial goals. I am committed to providing each and every one of our clients with the exceptional service and professional counsel they deserve. In addition and when appropriate, I will consult with your attorney, your accountant, and your heirs, to review your financial situation and lifestyle plans, determine your goals, and design a plan to help you reach them.
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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
We survey the macro factors shaping the global economy, and their implications for portfolio positioning as 2024 unfolds.
May 10, 2022
The cycle of market emotions