Serving my clients unique needs, with their goals in mind

How I serve you

I offer comprehensive wealth management services to meet the unique needs of each client, beyond the day to day transactions. My role is to serve as an advisor for my clients’ specific needs or for their overall situation.

Investment strategy

I recommend a strategic buy-and-hold asset allocation strategy that is a broadly diversified portfolio of stocks, bonds, cash and alternative investments. In addition, I will closely monitor market and economic events to identify short-term investment opportunities. I will add a tactical manager/fund(s) to a percentage of the overall portfolio to help take advantage of the upside, yet still give us some protection on the downside.

Investment discipline

Because I believe stocks will out perform other assets in a bull market environment, I generally maintain a fully invested approach (depending on your risk tolerance). Even in rising bull markets, there will inevitably be volatility and short-term declines in asset values. I view these short-term declines as opportunities to buy assets “on sale” and generally use the short-term market dips as an opportunity to add selected equity positions at more favorable prices.

Investment management

I use a combination of investment tools (individual stocks, mutual funds, bonds and managed money) to create portfolios. In constructing client portfolios, I evaluate a client’s goals, risk tolerance, time horizon, tax situation and many other factors to determine the most appropriate structure for their portfolio.

Write your personal retirement story

Rewriting retirement Cover imageAccess Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact me to help you prepare for your next chapter.

Let's start the conversation

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Latest Insights

Gold on a scale

Gold: More than meets the eye

May 16, 2024 | Richard Tan, CFA

In a conversation with RBC Capital Markets, LLC Commodity Strategist Christopher Louney, we look at aspects driving the gold rally and explain how world events and policy shifts could impact its prospects.

Read more

Advice you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.