Cast...Develop...Deliver


We are a little different here

My entire focus each and every day is to take the time to fully understand your critical life outcomes and to be your guide to navigate the ever-changing financial world. Drawing from my in-depth knowledge of the financial markets, my mission is to create a client experience built on quality service, a unique personal relationship and the development of a sustainable investment strategy to meet your needs. Simple put, my focus is to cast a vision, develop a plan, and deliver results.


Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

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 »

Take 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, contact me.

Latest Insights

Gold on a scale

Gold: More than meets the eye

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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Bulletin Board

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.