First Vice President - Financial Advisor, Consulting 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.
Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.
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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.
We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
