Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
As an Accredited Investment Fiduciary I have helped employers achieve their retirement plan goals. It requires a personal interest in understanding the organization; the discipline to develop long-term investment policies; the patience to evaluate events calmly in the context of long-term trends; and an understanding of personal and organizational strengths and weaknesses to determine when delegation and outsourcing is more appropriate. Most important, it requires the ability to get the right things done. A prudent investment process facilitates effective management by distinguishing important from unimportant tasks.
Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
June 5, 2024
Community involvement
May 20, 2022
Environmental Responsibility
May 10, 2022
Protecting your identity
Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations you support.