Equity investors face substantial two-way risks. Policy decisions and politics could take markets in either direction by year end. This warrants “neutral” market exposure. Read the full financial markets commentary as well as asset-class views and key forecasts in the latest edition of Global Insight. 

My primary goal is to help my clients achieve their financial goals by developing, implementing, and maintaining a customized investment strategy. I work with individuals, businesses, and non-profit organizations that are committed to achieving long-term results.

INVESTMENT PHILOSOPHY
I believe the most effective way to manage investment portfolios is to generally be fully invested across a broad and diversified range of equity asset classes, while also incorporating fixed income, alternative asset classes and cash as appropriate given my client’s risk tolerance, time horizon, and financial goals. In addition to using RBC Wealth Management’s robust investment platforms, I am among a select group of RBC Wealth management Advisors that qualify for the Portfolio Focus program. Through the Portfolio Focus program, I can make decisions on your behalf, which allows you to simplify your financial life and save valuable time.