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


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.

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. 

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 wealth insights guide

 

RBC Echelon distinctive wealth solutions

Through RBC Echelon, we provide business owners, corporate executives and wealthy families customized strategies and bespoke solutions to grow, preserve and make an impact with their wealth over generations. It's where your wealth takes you that matters, and RBC Echelon understands that being wealthy is only the beginning.

With change comes questions

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

Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the 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.

Bulletin Board

Prosper US cover

Read the latest stories from the women of RBC in Prosper•US

The Spring 2025 edition of RBC Wealth Management's Prosper•US magazine focuses on how our financial advisors are supporting clients of all ages, including Gen Xers as they work to boost their retirement savings. Check out the magazine for more from the women of RBC.

Students in classroom

Resources to help young people learn about money management

To help prepare young people for building a secure financial future and avoid potentially dangerous mistakes, they need easy access to knowledge that's relevant to them. That's why we've collaborated with EVERFI®, an education technology company to provide timely and engaging resources.

Learn more

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

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

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Latest Insights

Two Coworkers talking

U.S. debt: Changing facts, updating views

Jun 18, 2025 | Atul Bhatia, CFA

The U.S. government’s fiscal outlook can no longer be ignored.

Read more