Senior Vice President - Financial Advisor, Portfolio Director
We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.
Read more in 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 future is here … and gathering speed. We share key insights from our Global Insight 2026 Outlook, highlighting the forces likely to shape financial markets as well as potential investment opportunities for the year ahead and beyond.
