Let us help you grow more than wealth

Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

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 »

Value statement

I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Latest Insights

Businessman with umbrella

H1 2025 equity recap: Business as unusual

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.

Read more
Disclosures

Terry Sherman is currently registered to conduct business with residents of the following states: AL, AZ, CA, CT, HI, IL, KY, MD, MN, MT, NC, NV, NY, OK, PA, SC, SD, TN, TX, VA, WA.

Read additional advisor disclosures.