Michael's Total Portfolio Approach

Michael takes the total portfolio approach for his clients, which means he invests alongside his clients with a mindset of what is the best investment right now for the overall portfolio, while maintaining allegiance to the overall financial and risk management plan. He has extensive experience in selecting and monitoring individual securities, top institutional money managers, hedge funds and private equity funds to build portfolios around a client’s comprehensive financial plan.

Michael pride’s himself on staying ahead of the markets to help clients’ preserve principal and build wealth over time. Michael’s goal is to learn what you value so he can adapt to the vast resources at RBC to help support your financial needs and attain your complete trust.

Setting the stage for a sustainable Chinese equity rally

 January 16, 2026 |Jasmine Duan

Last year saw positive market results despite many naysayers. Can this rally extend into 2026? In this article, we examine China’s policy stance, economic fundamentals, and equity market implications to find answers.

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U.S. equity returns in 2025: Record-breaking resilience

 January 08, 2026 |Kelly Bogdanova

U.S. stocks powered through tariff turbulence on the way to all-time highs. But it’s only natural to question whether the three-year winning streak can be extended. We look at what drove equities in 2025 and how prospects for 2026 are shaping up.

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Early 2026 tax tips

Early 2026 tax tips

 January 07, 2026 |RBC Family Office Services
When the end of the year approaches, many individuals place a greater focus on tax planning to minimize their income tax liability. Beyond the end of the year, however, there are some areas of tax planning that often get overlooked. For example, there...
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Building on a narrow base

 January 06, 2026 |Atul Bhatia, CFA

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

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