Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.
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.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
May 20, 2022
May 10, 2022
Protecting your identity
We assess the market’s prospects in light of the recent a-typical summer rally.