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Welcome!

Thank you for taking the time to visit my website. The site contains information about me, RBC Wealth Management, current events, and changes taking place in the financial markets. Feel free to let me know what you like or don't like about it or things you think would be helpful to add.

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Value statement

I want to help you understand the world of investing and meet your financial goals. I will simplify the process and work with you over the long term in a way that is relatable and comfortable. I will look at your whole financial picture and develop a plan that works for you and makes sense to you.


Global Insight Monthly

Global Insight Monthly cover - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »

 

Taking 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 click on the  Contact.

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

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Latest Insights

Federal Reserve

Six rate cuts in search of a reason

Sep 11, 2025 | Atul Bhatia, CFA

With the Fed poised to lower overnight interest rates next week, we think investors may be disappointed with what lowering rates is likely to accomplish. We look at the potential asset-class implications if the Fed moves too aggressively.

Read more