RBC Mobile
Royal Bank of Canada FREE - On Google Play
Royal Bank of Canada
GET — On the App Store
Our investment philosophy is based on understanding your needs and then finding solutions that are appropriate for you. We do not believe in a one-size-fits-all approach. Each investor deserves a personalized approach.
With the resources of Canada's leading wealth management provider, we can deliver:
Investment advice custom-tailored to your needs
Financial planning advice based on tax-efficient strategies that can help you build your wealth and the value of your estate
Insurance strategies that go beyond traditional life insurance and incorporate tax-efficient solutions to protect your family, your lifestyle and your estate
As your Portfolio Manager and Wealth Advisor, I have access to a full spectrum of traditional investments and risk management solutions, including stocks, bonds, GICs, mutual funds, ETFs, insurance, and annuities. I also have access to more sophisticated, fee-based money management which offers a personalized discretionary investment management service.
As an investment professional with over 20 years of work experience and 20+ years at RBC Wealth Management - Dominion Securities, I would be pleased to speak with you about your financial objectives and how I can help you achieve your goals.
Please feel free to contact me today.
Oil’s rally is fueling an intriguing opportunity. We contend the global oil sector is benefiting from improved fundamentals and exposure in equity portfolios can act as an offset to geopolitical risk.
The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.
It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.
Federal government efforts to limit non-permanent resident arrivals will likely slow the pace of gross domestic product growth in 2025...