Helping you grow more than wealth

How I serve you

The goal of my practice is to tie clients’ dreams and goals with a financial pathway to achieving them. Through the wealth planning process, I work with each client individually to utilize the right products and services to achieve their desired results. I realize my success is only achieved by helping provide a rewarding experience and realistic results for my clients.

Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

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.

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.

Learn more about me

Learn more here

Let's start the conversation

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Latest Insights

Couple looking over city

State of economic play

More-demanding valuations appear to signal investors have become more confident of a “soft landing” outcome. We provide an update on the macro environment and its implications for portfolios.

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