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.
Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.
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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
Last year saw positive market results despite many naysayers. Can this rally extend into 2026? In this article, we examine China’s policy stance, economic fundamentals, and equity market implications to find answers.