First Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
I seek a long-term relationship with my clients, built on the foundation of mutual trust and respect. I advise my clients on how to achieve their financial goals by helping them create, preserve and transfer their wealth.
Professional wealth management helps you answer this question, prioritize your objectives, and prepare financially to accomplish them. Helping you with the financial side of achieving what is important to you is central to everything we do at RBC Wealth Management.
With bloated costs and gaps in access to quality services, the traditional health care model is plagued by its own chronic conditions. But at the intersection of health care and technology, we’re seeing the development of a remedy for what ails health care. We look at the change that is afoot and what it means for the investment landscape. Read the full economic outlook in the latest edition of Global Insight.
This issue of Investor’s Edge—the newsletter exclusively available for RBC Wealth Management investors—takes a look at millennials and the unique opportunities and needs they have. Additional topics in this issue: • Five money vows to take before saying “I do”; • Financial maturity shatters generational stereotypes; and • Responsibility a strong priority for millennial investors.
I urge you to take a look and reach out to me if you have any questions or would like to discuss any of these issues further.
May 12, 2021
Trend & Cycle Roadmap
Optimism over the post-pandemic recovery has fueled the Financials sector’s heady rally. We see a number of catalysts that can push the sector higher.