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 almost any financing need 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 smart, yet potentially untapped source of opportunity.
It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.
It wasn’t that long ago that the auto sector was on an open road to the car of the future. But will the gauntlet of potholes left by COVID-19 cause the sector to swerve? Where is the auto sector going from here, and what does that mean for the prospects for autonomous and electric vehicles? 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.
Investors should widen their range of vision, and look at the contours of the economic recovery and how earnings estimates for 2021 shake out.
October 30, 2017
Social Security: At a glance
June 1, 2018
February 4, 2020
Daily Market View
June 1, 2020