First Vice President - Financial Advisor, Portfolio Director
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.
Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.
Read more in 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.
Model providers and hyperscalers may not capture the significant AI-generated value many investors project. We explore how enterprises are looking to control costs, where value is accruing, and how it could affect the investment landscape.
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
