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.
As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.
Read the Global Insight 2024 Outlook »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.
