Let us help you grow more than wealth


 

Value statement

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.   

Global Insight Monthly

GI Monthly

A renewed Middle East conflict: How long and how great a disruption?

Oil prices threaten $100+ per barrel while S&P 500 valuations face mounting pressure. RBC Capital Markets examines conflict duration scenarios, energy market disruptions, and equity implications.

Read more in Global Insight Monthly

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Bulletin Board

Latest Insights

Alphabet

Central bank alphabet soup

Mar 20, 2026 | Thomas Garretson, CFA

The FOMC, BoC, BoE, ECB, RBA, and BoJ held policy meetings this week amid uncertainty caused by the Middle East crisis. While policymakers acknowledged that uncertainty, markets increasingly believe central banks may need to tighten policy rates.

Read more