Personal relationships. Global resources.

Times may change. Commitments don’t.

Jeff provides his clients with the advice and guidance needed to navigate the challenges faced in today’s complex financial world. He takes the time to learn about his clients most vital current and future concerns. With this information, he creates a personal roadmap and designs an investment strategy to aid in the attainment of those goals defined during the discovery process. By utilizing the resources and tools of RBC Wealth Management, Jeff uses his 30-plus years of industry experience to provide customized solutions to meet the needs of his clients.

Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

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