RBC Mobile
Royal Bank of Canada FREE - On Google Play
Royal Bank of Canada
GET — On the App Store
My approach to managing your wealth begins with truly understanding who you are and what you would like to achieve today and in the future. Before putting your personalized long-term investment strategy in place I must be knowledgeable about you, your business and your family. This practice integrates financial planning, will and estate planning, tax planning, risk management and investment management.
My services are best suited to professionals, business owners, retirees and their families who are looking to put a comprehensive and diversified strategy in place for the management of their wealth.
I would be pleased to speak with you about your financial objectives. Please give me a call today.
The rally in 2025 and throughout the longer bull market cycle has been uneven with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.
After three consecutive years of strong gains for most equity markets, nothing historically rules out a fourth.
Key themes have the potential to shape economic developments and drive certain sectors for decades to come.
