Managing Director - Financial Advisor, Senior Consulting Group
We understand the complexities of the financial markets, and the importance of helping our clients successfully navigate them. It’s critical that our clients have full trust and confidence in our ability to serve as their primary wealth advisor. This is something we earn by combining our disciplined approach to investment portfolio management with a comprehensive wealth management planning process. Our clients receive frequent, concise communication. The advice offered is unbiased, non-proprietary, and independent. They know we are steadfastly focused on achieving their financial objectives, while offering an exceptional client service experience.
I am very proud to be recognized as one Forbes Best-In-State Wealth Advisors in 2021, 2022 and 2023. I am pleased to be a part of this respected group—because it means I’m serving my clients well.
Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Wisdom compares life to a journey – it’s also apt for retirement. Retirement is more like a decades-long odyssey around the world than a summer spent learning to sail. Careful planning tantamount to living comfortably and not running out of money.
July 10, 2023
Investor's Edge
October 20, 2017
RBC Wealth Management Private Wealth
June 15, 2023
Trend & cycle roadmap
June 1, 2023
Global insight weekly