Ways I can help you
My passion lies in leveraging financial expertise to assist my clients in developing a personalized financial strategy. I am dedicated to taking the time to understand what matters most to you, and offering tailored strategies to help you achieve your goals, whatever they may be. Let's work together to create a path to financial success that aligns with your unique aspirations.
Reports & Insights
![Global Investment Outlook](/sites/default/files/2024-01/global-investment-outlook.jpg)
Global Investment Outlook
For more on our current view and outlook, consult The Global Investment Outlook.
![Economic Outlook](/sites/default/files/2024-01/economic-outlook.png)
Economic Outlook
Produced by RBC Global Asset Management's Chief Economist Eric Lascelles, the #MacroMemo covers what's on our economic radar for the week.
Discover & Learn
![Image for Understanding taxes and your investments](https://hsl-pnw-downloadable-files.s3.amazonaws.com/603/addf2d67186a495fa58d4ba11f0c9607.jpg)
2024-04-15T20:28:05
Understanding taxes and your investments
Tax season is here! Read this article to learn more about how different investments are taxed and strategies to make your portfolio more tax-efficient.
![Image for Understand Investment Risk to Know What's Right for You](https://hsl-pnw-downloadable-files.s3.amazonaws.com/603/d587f7f208a344e1b327907d5db326d2.jpg)
2024-02-26T19:26:07
Understand Investment Risk to Know What's Right for You
What does risk mean when it comes to investing? Learn about risk tolerance, risk capacity, and some key questions to ask. Working with an advisor can also help determine a plan that works for you. #ValueofAdvice
![Image for What To Do When Markets Are Volatile](https://hsl-pnw-downloadable-files.s3.amazonaws.com/603/ff13ff7e0afc4840854eb347fb3f366b.jpg)
2023-09-14T16:54:59
What To Do When Markets Are Volatile
Get five strategies to help you stay on track with your investments – even when volatility strikes.