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.
Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.
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
Interest payments on stablecoins dominate policy discussions, but in our executive summary of Bridging worlds: Tokenization connects digital and physical assets, we discuss why investors need to focus on the process, not the product.
