Senior Vice President - Financial Advisor, Consulting Group
As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.
Read the Global Insight 2024 Outlook »
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.
As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.
