My mission

I help affluent individuals and their families achieve their financial goals by creating and implementing customized wealth management strategies.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare financially to accomplish them. And helping you with the financial side of achieving what is important to you is central to everything I do at RBC Wealth Management. I am able to assist with the following:

  • Planning for retirement
  • Creating an income during retirement
  • Funding an education
  • Maintaining or enhancing your lifestyle
  • Preparing for a major purchase
  • Protecting your family or income
  • Creating the legacy you want to be remembered by

2025/2026 dollar limitations for retirement plans
2025/2026 dollar limitations for retirement plans
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Create a legacy that passes on your wealth and values

A significant wealth transfer is underway as baby boomers pass on their accumulated wealth to younger family members. By 2048 an estimated $124 trillion* is set to change hands in the U.S.

As wealth changes hands from one generation to another, RBC Wealth Management is positioned to help families plan and communicate so the transition is about money and values for an impactful, long-term legacy.

When it comes to a wealth transfer mindset, RBC Wealth Management learned from conducting a 2024 survey that individuals, regardless of age, similarly prioritize family harmony and family values. Perhaps surprisingly, a generation gap did not exist between baby boomers, millennials and Gen Xers.

Our wealth transfer survey also found that the keys to successful wealth transition are trust and communication, heir preparedness and alignment of family values around wealth. To help you, we created a new wealth transfer insights guidebook. Access the guide now to get started.


Discover your Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC Wealth Management accounts - along with your accounts at other financial institutions you choose to add-all in one convenient place.

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A guide to creating your personalized retirement paycheck
Download (RBC Retirement Paycheck)

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

Explore our Women's Workbook

Women and wealth workbook coverWe’ve created a practical guide designed to comprehensively assess your financial health and identify actionable steps you can take to build more confidence in your plans for tomorrow. The workbook also contains several hands-on worksheets you can use to write your own financial story.

Download the women and wealth insights guide

 

Global Insight Monthly

GI Monthly

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

Read more in 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. Contact me to set up a consultation.

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RBC Wealth Management supports the arts, a tradition spanning over 100 years

Investing in the arts is investing in the heart of your community. RBC Wealth Management is proud to support Hennepin Arts in their mission to revitalize the historic Minneapolis Theater District, and we can help you align your wealth with your values to make a lasting impact.

Start making your impact today.

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Read stories from women of RBC in Prosper·US magazine

Read the latest issue of Prosper·US magazine and learn how RBC financial advisors use various tools and resources to deepen client relationships.

Learn about Fixed Income Advantage at RBC Wealth Management

Watch our video to learn what really differentiates RBC Wealth Management from the rest of the industry in providing clients with access to our Fixed Income Advantage program.

Let's start the conversation

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Latest Insights

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June Monthly Exec Briefing: U.S. consumer bruised by persistent inflation

Jun 29, 2026 | Frances Donald, Mike Reid, Carrie Freestone and Imri Haggin, RBC Economics

Businesses may increasingly find their ability to pass higher prices on to U.S. consumers is eroding for the first time after the pandemic.

Read more