Senior Vice President - Financial Advisor, Senior Portfolio Manager
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.
The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.
Read more in 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
The euro area defied expectations in 2025, delivering growth amid a challenging environment. Yet beneath this resilience, Europe has started to redraw its economic and strategic maps.
