First Vice President - Financial Advisor, Portfolio 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.
The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.
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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
While valuations remain a headwind, U.S. equity markets remain above key technical support levels with potential for another round of sector rotation developing heading into Q2.
May 10, 2022
The cycle of market emotions
