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Branch Director & Portfolio Manager
We believe your future investment success depends on having a clear idea of what you are trying to accomplish, coupled with a realistic understanding of what you are like as an investor. We focus on helping you formulate a long-term wealth management strategy appropriate for your situation.
As dedicated professionals, Shawn and Barb will devote time and energy to fully understand your financial situation, life goals and tolerance for risk when creating a wealth management strategy that is right for you.
Success rarely happens by chance. You and Shawn will work together to define your investment objectives. Then, Shawn will help you devise a strategy to achieve your objectives over a realistic time frame.
There is no simple, one-time solution. Your situation changes, financial markets change and the factors that determine investment success can also change. Your wealth management strategy needs the flexibility to anticipate and respond to these changes. Shawn and Barb are committed to working with you through each stage of your life to help you meet your objectives.
We understand how important it is to have confidence in the people you have entrusted with your investment assets. As a member company of the RBC Financial Group, we are fully backed by the resources of Canada ’s leading provider of financial services. We are also a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).
How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?
The Fed has cut policy rates by 75 basis points since September only to see longer-term Treasury yields and mortgage rates increase by the same degree. We take a closer look at this divergence and its implications.
In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.
Associate
Branch Operations Manager
November 8, 2016
Voluntary disclosure for U.S. taxpayers
CPP adjustments
Thank you for your interest in our services. A member of our team will be in contact with you soon and we look forward to speaking with you!
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