Senior Vice President - Financial Advisor, Consulting Group
Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »
I provide customized wealth management solutions to high net worth individuals and their families. I accomplish this by taking the time to understand each client’s unique financial needs and long term goals. This creates a plan which helps provide clients with peace of mind and financial security.
I recommend an investment strategy to my client that identifies the proper mix of investments based upon their individual risk tolerance, time horizon and financial goals. I closely monitor the investments within their portfolio to determine if adjustments should be made based on changing market conditions or personal needs. It is my goal to create a portfolio that meets the client’s objectives with the minimum amount of risk.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.
