Welcome to my website

I help affluent individuals and their families achieve their financial goals by creating and implementing comprehensive wealth management strategies.
 

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare financially to accomplish them. And helping you with the financial side of achieving what is important to you is central to everything I do at RBC Wealth Management. I am able to assist with the following:
  • Planning for retirement
  • Creating an income during retirement
  • Funding an education
  • Maintaining or enhancing your lifestyle
  • Preparing for a major purchase
  • Protecting your family or income
  • Creating the legacy you want to be remembered by

Making an impact

Wealth Insights Report cover image - charitable giving: realizing your vision for a better world.Planning your family’s legacy with informed choices about the organizations you want to support and checking that your donations are used appropriately may be time-consuming and complicated. I am available to help your family plan for your philanthropic goals and align your values with your wealth so you can support the causes that are close to your heart. 

Download RBC Wealth Management's charitable giving wealth insights report

The millennial mindset

Rewriting retirement Cover imageWhen it comes to finances, millennials tend to prioritize planning for long-term wealth, making a difference in the world and retiring early, according to a recent RBC Wealth Management survey. Read the survey report to learn more about the millennial mindset. 

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

PROSPER US coverRead the latest from Prosper•US

The spring of RBC Wealth Management’s Prosper·US magazine features stories of the women rising to be their best and bringing the best of RBC to clients Read more in this issue.

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. Contact me to set up a consultation.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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2023 / 2024 dollar limitations for retirement plans

Some new limitations will apply to retirement plans and other benefit plans in 2024 as a result of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2024.

Latest Insights

Woman looking at screen

The Fed adjusts its focus, but the rate outlook remains blurry

May 03, 2024 | Thomas Garretson, CFA

The Fed keeps playing down upside risks to inflation, but did it just start playing up downside risks to labor markets? Ahead of key jobs data, how sensitive might the Fed be to any labor market weakness?

Read more

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Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »