Retire from work – not life


Strategy. Execution. Success.

My business is focused on retirement planning with an emphasis on customized portfolio management for clients. I am dedicated to helping my clients achieve their goals, and I strive to empower and educate them so they feel confident about the decisions we make together.

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.

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 »

It's all about staying connected

Thank you for trusting me as your wealth management partner.  My commitment to you goes beyond sharing my knowledge and expertise.  If you are not currently a client feel free to contact me and set up a meeting.

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Latest Insights

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

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