Vice President - Financial Advisor, Portfolio Director
The key to my investment philosophy is income. I believe in a balanced approach in building a portfolio. The fixed income component can be allocated to certificates of deposit, corporate bonds, or tax-free municipal bonds. The growth component is placed in quality blue chip dividend growth stocks of both U.S. and global companies. I believe companies that generate free cash flow after all expenses are in the best position to expand their business and increase their dividends. This portfolio construction permits clients to receive a steady flow of income and the potential for capital growth to keep up with today’s ever increasing expenses. In addition to providing balanced investment portfolios, I specialize in IRAs, retirement plans, gifting strategies, and financial plans.
The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.
Read more in Global Insight Monthly
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
With the individual income tax filing season nearing, you may be searching for your tax documents. Take a look at the table below for estimated distribution dates.
Until quite recently, the AI boom had been viewed in an almost entirely positive light. But for all of the promise, fears are now growing that AI could also disrupt sectors, hurt workers, and pose a risk to the economy.
