Welcome to my website

I help affluent individuals and their families achieve their financial goals by creating and implementing comprehensive 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

How will you know you have the right game plan?

Planning for your financial future isn't about filling in the blanks. It's about knowing what you want and working with a trusted partner who can help you get there. At RBC Wealth Management, we help you create a wealth plan that moves you toward your goals.

Making an impact

Wealth Insights Report cover image - charitable giving: realizing your vision for a better world.Planning your family’s legacy with informed choices about the organizations you want to support and checking that your donations are used appropriately may be time-consuming and complicated. I am available to help your family plan for your philanthropic goals and align your values with your wealth so you can support the causes that are close to your heart.

 Contact me  to discuss how you can make an impact with your finances. Also download RBC Wealth Management's new Wealth Insights Charitable Giving report.

The millennial mindset

Rewriting retirement Cover imageWhen it comes to finances, millennials tend to prioritize planning for long-term wealth, making a difference in the world and retiring early, according to a recent RBC Wealth Management survey. Read the survey report to learn more about the millennial mindset. 

With change comes questions

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

Prosper US Spring 2023 CoverRead the latest from Prosper•US

The spring issue of RBC Wealth Management’s Prosper·US magazine features stories about how the women of RBC foster a culture of growth and support for their colleagues and clients. Read about the power of strong mentors and sponsors, the importance of succession planning and tips on everything from beach reads to summer essentials. Read the spring 2023 edition.

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.

Latest Insights

Federal building in fog

The certainty of policy uncertainty

Jun 01, 2023 | Atul Bhatia, CFA

Recent events have put U.S. policymakers from the administration to Congress and the Fed in a bad light. What went wrong and what fixes can be made?

Read more

Bulletin Board

Global Insight Monthly:
The rocky road for debt ceiling negotiations

Raising the U.S. debt limit has been a regular occurrence but striking a deal has often been an arduous task. We explain why this round of negotiations looks particularly tough.

Read the latest Global Insight Monthly »

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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