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 Understand Investment Risk to Know What's Right for You](https://hsl-pnw-downloadable-files.s3.amazonaws.com/603/d587f7f208a344e1b327907d5db326d2.jpg)
2024-01-15T16:09:16
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 Understanding Diversification and Why Successful Investors Rely On It](https://hsl-pnw-downloadable-files.s3.amazonaws.com/603/8a2ca05d44f04e8bb8d6e42114efa9dc.jpg)
2024-01-15T16:08:41
Understanding Diversification and Why Successful Investors Rely On It
Diversification means having different kinds of investments in your portfolio, and determining the right asset mix depends on your goals and objectives. Learn more about diversification and how it can be a strategy to help keep your portfolio balanced. #ValueofAdvice
![Image for You're never too young to start learning about investing](https://hsl-pnw-downloadable-files.s3.amazonaws.com/603/00fe19f47ee447b0a372a080147fcfcc.jpg)
2024-01-15T16:07:54
You're never too young to start learning about investing
Four questions every youth in Canada should be asking to help them get started. #ValueofAdvice