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.
The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. 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.
In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
