Senior Vice President - Financial Advisor, Portfolio Director Group
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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 scorecard indicators remain mixed, including a shift in the yield curve indicator. The government shutdown has limited employment data, confirming a cautious investment approach is needed, as ongoing policy and trade shifts affect the economy.
