Senior Vice President - Financial Advisor - Consulting Group
Welcome! I aim to help my clients achieve their financial goals and dreams. This is accomplished through a process which seeks first to understand the client’s needs and is followed by analyzing their current situation. I then advise each client on an appropriate investment strategy and stay close to them so that as their life circumstances change, I will make sure their wealth plan evolves appropriately.
Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact me today to explore this potentially untapped source of opportunity.
Eric Lascelles, chief economist for RBC Global Asset Management Inc., recently sat down with Global Portfolio Advisory Committee co-chair Jim Allworth to discuss the economic and geopolitical factors driving today’s surging inflation—as well as what investors should look for over the remainder of this year, and beyond. Read the full economic outlook in the latest edition of Global Insight.
If you are not already a valued client, I invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.
Today’s peculiar challenges are well outside the scope of a normal business cycle. We size up the situation and the prospects for equities from here.
May 10, 2022
Social Security: At a glance
March 18, 2021
Daily market view
May 17, 2022