Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
My goal is to help my clients achieve peace of mind by simplifying their financial lives and increasing the probability that they will reach their financial goals. I pride myself in building long-term client relationships based on knowledge, trust and respect. I am committed to helping you build on your success, preserve what you have, and protect those you care about.
Professional wealth management helps you answer this question, prioritize your objectives, and prepare financially to accomplish them. Helping you with the financial side of achieving what is important to you is central to everything we do at RBC Wealth Management.
I am very proud to be recognized as one of Financial Times Top 400 Advisors in 2020. This prestigious award is given to less than one half percent of all advisors in the industry, and I am pleased to be a part of this respected group—because it means I’m serving my clients well.
Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of the Global Insight Monthly.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
A cheap and emissions-free technology, we shine a light on solar’s potential and how investors can look to tap into this growth opportunity.