Strengthening your financial security


Providing trusted advice and quality service

Eric is committed to providing families and business owners with strategies and investment opportunities designed to create and preserve wealth. He maintains a conservative investment philosophy while tailoring plans specific to each client’s individual financial needs. He prides himself on establishing long-lasting relationships by building trust, providing high-level service and maintaining high ethical standards.

Global Insight Monthly

Global Insight Monthly cover - September 2024Harris and Trump on the issues

As the U.S. presidential election campaign sprints to November, the policy agendas of Kamala Harris and Donald Trump are taking shape, and we address the key differences that matter most to the economy and stock market. Read the Global Insight Monthly »

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

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.  To set up a consultation, please contact me.

Let's start the conversation

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

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