Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Our team is dedicated to providing you the most professional and personal service possible. We believe it's critical to understand all of your financial needs to help you achieve your life goals. We also feel honesty and objectivity are essential to our relationship, and a trusted relationship implies responsibilities for both your advisor and for you.
Today, more than ever, people are looking for a financial advisor they can trust; someone who understands challenges of saving for college, building wealth for retirement or creating an estate plan to protect assets for future generations. My team and I are committed to listening to clients and understanding their personal, professional and financial dreams, and then helping shape them into reality. Trust, integrity and respect are the cornerstones of our business and the benchmark of how we treat our clients, helping us forge relationships that span over decades and generations.
Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.
At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation, please contact me.
March 18, 2021
Global insight weekly
July 12, 2022
May 10, 2022
Estate planning basics
While we think the bulk of market risks are in the rearview mirror, we consider whether earnings vulnerabilities are fully baked into stock prices.