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Value statement

I strive to establish a long-term partnership with my clients, based on trust and understanding of their financial objectives. My three decades of expertise as a financial consultant enable me to guide my clients towards achieving their financial goals.

Global Insight Monthly

GI Monthly

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

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Latest Insights

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Should I sell assets or borrow against them? The math behind strategic liquidity decisions

When you need cash fast, a securities-based loan may be more cost-effective than selling appreciated assets. A simple equation can help you weigh your options.

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