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Value statement

I focus on helping clients to create a long-term plan to grow, protect and transfer their wealth by providing personal client service and the understanding of each client’s goals. I strive to simplify my client’s financial lives by developing customized solutions designed to generate the necessary income to sustain the lifestyle they deserve now and in retirement.


Global Insight Monthly

GI Monthly

A renewed Middle East conflict: How long and how great a disruption?

Oil prices threaten $100+ per barrel while S&P 500 valuations face mounting pressure. RBC Capital Markets examines conflict duration scenarios, energy market disruptions, and equity implications.

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Latest Insights

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Iran war: De-escalating or escalating?

Mar 27, 2026 | Frédérique Carrier

The Middle East conflict has thrust energy markets into crisis. While diplomatic overtures have offered a glimmer of de-escalation, military buildups and strikes persist. We look at evolving strife, market risks ahead, and lessons history offers.

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