It's not just your money. It's your life.


Welcome!

We dedicate ourselves to guiding our clients from their careers through their retirement years. We believes clients deserve:

  • personalized planning
  • ongoing support
  • and prudent strategies

so we dedicate significant time and resources to understanding our clients as individuals and craft a plan unique to their goals & priorities.

From our perspective, this multi-faceted approach helps clients feel prepared and protected for changes in their lives or the markets.

Our goal is to collaborate with our clients so they can achieve long term goals while thriving in their current lifestyles.  Whether you are planning for retirement, saving for education or building wealth, we are committed to being your trusted partner every step of the way.

 


Honored to be a nationally award winning advisor 

I am very proud to be recognized as one of Forbes Top Women Wealth Advisor Best in State in 2023 and 2024 and a Forbes Best in State Wealth Advisor in 2023. I am pleased to be a part of this respected group—because it means I’m serving my clients well.

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

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Health Insights: Navigating Trending Healthcare Topics

Ease the stress of emergency medical treatments, especially while away from home, with these tips. https://www.pinnaclecare.com/highlights/blog/emergency-room-tips/

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Push the limits this May and ask me how you can take full advantage of your years by maximizing catch-up contributions at 50

Happy Mother’s Day! As Mother's Day approaches, I wanted to take a moment to extend my warmest wishes to you and your loved ones. It's a special time to celebrate and honor the incredible mothers in our lives. This year holds extra significance for me as it marks my 30th Mother's Day as a mom. I feel incredibly blessed to be the mom to Nick, Nora & Keenan. They bring me immeasurable pride & joy. Being a mother and a financial advisor are two roles that I hold dear to my heart. I consider myself so fortunate to have the opportunity to wear both hats. In celebration of this special day, I'm sharing a picture of my three kids with you – from many years ago! Wishing you all a beautiful Mother's Day weekend filled with love, happiness, and cherished moments with your families and especially a huge Thank You to all the great moms out there and all that you do!

Together we RISE thanks to the Women's Summit at RBC Wealth Management. Event Co-Chair's Nicole Dunham and Kelly Johnson kicked off the 2024 event with president Tom Sagissor. The Summit featured incredible speakers including Paralympic medalist and best-selling author Bonnie St. John and entrepreneur and Luminary CEO Cate Luzio. #RBCWomensSummit #WomenofRBC

Did you know, there has been a surge in installing sport courts in homes and backyards for the physical and mental health benefits? Call me to discuss if this investment makes sense for your goals. #sportcourts #pickleball

Have you heard? Spending time with pets can reduce stress and anxiety! This month, cuddle your furry friend for a natural mood boost. #MentalHealthAwarenessMonth #SelfCare

Melanie, Mrunal & Maliha

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Latest Insights

Gold on a scale

Gold: More than meets the eye

May 16, 2024 | Richard Tan, CFA

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.

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