Let us help you grow more than wealth

Core beliefs

  • As a Financial Advisor, I am committed to providing the highest level of investment consulting and wealth management services for the benefit of my clients.
  • I offer informed investment advice and recommendations to clients who require professional analysis and personalized service. My approach is aligned with interests of my clients.
  • I work with clients to develop a strategic wealth management plan which integrates risk tolerance, asset allocations, time horizons and expected returns within the framework of their financial goals and objectives. After the plan is implemented, regular contact between my clients and me is essential to help ensure a disciplined and continuous cycle of investment success.
  • I believe in assisting my clients by making decisions on their behalf and solely in their best interest. By working together with the client’s other advisors, we can provide customized and timely strategies that will allow clients to look past the short-term distractions and focus on their overall wealth management objectives.

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standards and Poor AA-2 and A3/stable⁴
  • Fitch Ratings AA and AA+/ stable⁴

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Global Insight Monthly

GI Monthly

Midterm mindset seeping into the U.S. stock market

Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.

Read more in Global Insight Monthly

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Latest Insights

Stock market guy

Equity bull cycle intact but rising rates and deteriorating breadth are a concern

The S&P 500’s trend is positive, but rising interest rates remain a concern that has led to deteriorating breadth. The silver lining is that the weakness in many stocks has moved some indicators toward oversold levels that often support a rebound.

Read more

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