The best returns are more than financial

Welcome

I strive to provide valuable wealth management advice to help give my clients long term financial security. I believe that an intellectual approach to investing provides a realistic basis to create, preserve, and transfer wealth. With a strong commitment to active account management and client service, I enjoy working closely with my clients.

Investment philosophy

My investment strategy begins with determining client needs through the wealth management planning process. By utilizing a core group of investment managers, I create portfolios that meet client’s specific investment needs. Active management of the portfolios consists of investment selection, monitoring, and potential allocation and position changes. It’s the high level of due diligence to which I credit our long term performance.

With change comes questions

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

Global Insight Monthly

High 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 »

Interested in becoming a client?

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