Helping you grow more than wealth

How I serve you

My practice focuses on providing solutions, simplicity and service to help clients integrate their financial lives with their personal lives. I deliver trust department levels of service with investment flexibility and an emphasis on preserving wealth.

Advice 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
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / 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

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 »

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.

Social Media

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It pays to have flexible, strategic financing to grow your wealth. Reach out to learn more about liquidity resources for commercial real estate.

3 Lifestyle Changes for Clients Who Are New to Wealth - Aquilance

Extend your wealth with these three simple lifestyle changes. Learn how: https://aquilance.com/3-lifestyle-changes-for-clients-who-are-new-to-wealth/

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Want to make learning about finances fun? Reach out to me today for our financial literacy worksheet “Just for kids: seven fun ways to learn about money.”

Latest Insights

Graduate with diploma hugging parents

College funding: It’s a family affair

Funding a college education shouldn’t be a burden for parents alone. Here’s how families can work together and across generations to meet their financial goals.

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Let's start the conversation

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