Managing Director - Financial Advisor - Senior Portfolio Manager - Portfolio Focus
We help clients achieve their investment objectives by formulating and implementing customized wealth management programs and investment strategies that suitably meet their individual needs, including preservation of capital, maintaining growth, and protection of intergenerational transfer of wealth. We are dedicated to building strong, long-term client relationships based on servicing accounts in changing social and economic conditions, both good and bad. We accomplish this by applying a comprehensive approach utilizing:
Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1
Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.
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.
As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed. Read the Global Insight Monthly »
Feel the excitement in the air as we celebrate the kick-off of another Major League Soccer season! Are you ready to raise your scarves up?
In a conversation with RBC Capital Markets, LLC Commodity Strategist Christopher Louney, we look at aspects driving the gold rally and explain how world events and policy shifts could impact its prospects.
June 15, 2023
Trend & cycle roadmap
April 18, 2023
Daily market view
June 1, 2023
Global insight weekly
May 13, 2024
Fixed income interest rate market monitor
Life is unpredictable, so we help you plan for the challenges that come your way. Like in the game of golf, seeing challenges as opportunities and remaining calm under pressure help drive success.
Contact me to help you see things differently and tee up your financial goals.
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.
In addition to conveniently accessing your accounts online, you can also sign up for our electronic bill payment service. Eliminate paper checks, stamps, and rushing to the mailbox. Log in to RBC Wealth Management Online today to get started.