Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
My entire focus each and every day is to take the time to fully understand your critical life outcomes and to be your guide to navigate the ever-changing financial world. Drawing from my in-depth knowledge of the financial markets, my mission is to create a client experience built on quality service, a unique personal relationship and the development of a sustainable investment strategy to meet your needs. Simple put, my focus is to cast a vision, develop a plan, and deliver results.
Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, contact me.
We pinpoint five reasons why U.S. equities capped off a banner year in 2024 and why investors were willing to pay for premium valuations. We also offer thoughts on the environment in 2025 and how to approach portfolio positioning.
May 10, 2022
Social Security: At a glance
Safeguarding your financial information
June 15, 2023
Trend & cycle roadmap
January 6, 2025
Market week
June 1, 2023
Global insight weekly
July 10, 2023
Investor's Edge
RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.
