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.
As burgeoning demand and innovation transform the energy landscape, we examine key trends that are likely to shape the future of renewable power and industrial electrification. 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.
Conversations about values and wishes for their estate are as important as the planning itself.
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
