Latest Insights

Helping provide financial peace of mind

Welcome to my website!

After 26 years serving, advising and managing both client expectations and their individual portfolios, I have come to believe that there is more risk in the financial markets than is commonly understood. Consequently, my approach to investing client assets has been to be more defensive, more risk averse, and decidedly more conservative than most others. I believe that safety and predictable income are the two most valuable portfolio attributes during times of economic and financial market uncertainty. Ultimately, helping to provide peace of mind is the most valuable service that I offer.

GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of the Global Insight Monthly.

Will Social Security be there for you?

Like most people, you probably have a lot of questions about the role Social Security will play in your retirement. The answers to these questions depend largely on your earning history and when you plan to start taking benefits. Understanding the concepts behind Social Security can help you make well-informed decisions that will optimize the amount and timing of your benefits and the impact on your overall retirement plan. For more information, review the Social security fundamentals white paper or contact me to discuss your retirement plan.

Let's take the next step together

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

Bulletin Board