RBC Mobile
Royal Bank of Canada FREE - On Google Play
Royal Bank of Canada
GET — On the App Store
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).
Due to structural headwinds, we downgraded European equities to Underweight in December. Yet a number of catalysts could occur in Q1 that could be well received by equity markets. We peruse the opportunities that may emerge in European equities.
We pinpoint five reasons why U.S. equities capped off a banner year in 2024 and why investors were willing to pay for premium valuations. We also offer thoughts on the environment in 2025 and how to approach portfolio positioning.
Studying trends and cycles can provide a more informed view of market dynamics. We look at potential pause points, market breadth, and key interest rate levels to gauge prospects for equity upside in 2025 and how to approach sector positioning.
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!
Please fill out the form below and we would love to get in touch with you.
This is a required field.
Special characters are not allowed here. Please provide valid input for this field.
Provided email is formatted incorrectly. Please enter a valid email address
Please select one option
The sum of the numbers is incorrect.