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.
Amid the uncertainty swirling from the Middle East crisis, several forces are pushing and pulling on stock markets. Bouts of intense volatility are likely.
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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
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Environmental Responsibility
May 10, 2022
Protecting your identity
Short-term S&P 500 indicators are overbought following its 13 percent rebound, but we view the strength of the advance-decline lines and the bottom in Technology following its Q4–Q1 correction as reasons to remain cautiously optimistic.
