First Vice President - Financial Advisor, Portfolio Director Group
Working as a team, with my clients and my colleagues at RBC Wealth Management, we work towards accomplishing your financial objectives. With the vast number of securities available, it can be difficult to chose the appropriate diversification let alone the correct vehicles to use. My 25 plus years of experience combined with the research and expertise within RBC Wealth Management allows me to develop customized wealth management plans to help clients succeed at their financial objectives.
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 »
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, contact me.
While the stock market narrative may sound familiar—U.S. equities navigating waves of volatility on the way to new highs—the environment certainly was not. We examine four catalysts that held sway over performance and what lies ahead for investors.
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
