Senior Vice President - Branch Director, Portfolio Director
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.
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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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
October 23, 2017
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Safeguarding Assets for the Elderly
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Market week
Insights into giving and inheriting wealth across generations.