Let us help you grow more than wealth

 

Our approach

As a financial advisor and portfolio manager via the Portfolio Focus program of RBC Wealth Management, we are dedicated to helping clients devise and coordinate appropriate wealth strategies to help transition their lives from success to significance. Individuals, families and business are in need of clearly defined short and longer term objectives. Our practice deals with a fully encompassing approach to one’s financial life. This consultative evaluation is based on several hours of conversation and meetings to establish full understanding of your perspectives and the value that we bring to the table. We typically work on a low percentage fee based on assets under management. All review and planning meetings are held with our compliments and without obligation.
 

Investment philosophy

Our investment philosophy is based on a global, strategic, tactical and balanced asset allocation approach which will be customized based on your individual needs. Client portfolios are created to align market conditions and time horizon. We utilize highly diversified methodology using many more asset classes than the more traditional bond and stock mix, with the goal of creating returns that outperform benchmark indices while taking less risk.

Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

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Latest Insights

Woman checking stock charts

A market that costs a pretty penny

Jul 25, 2025 | Kelly Bogdanova

We discuss key factors that have pushed the S&P 500’s valuation back up to lofty levels and how investors should weigh this in the portfolio decision-making process.

Read more