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.
Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Oil’s rally is fueling an intriguing opportunity. We contend the global oil sector is benefiting from improved fundamentals and exposure in equity portfolios can act as an offset to geopolitical risk.
May 10, 2022
The cycle of market emotions