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.
The federal government’s debt has doubled since 2015 – and shows no signs of turning around. Read the Midyear Outlook »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Investing in fine wine may be an idea you’re exploring. Learn more about factors to consider in the current Investor’s Edge newsletter.
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