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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

Midterm mindset seeping into the U.S. stock market

Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.

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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

Stock market guy

Equity bull cycle intact but rising rates and deteriorating breadth are a concern

The S&P 500’s trend is positive, but rising interest rates remain a concern that has led to deteriorating breadth. The silver lining is that the weakness in many stocks has moved some indicators toward oversold levels that often support a rebound.

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