Helping you grow more than wealth

We are deeply honored by the trust our clients have placed in us.
It is a responsibility we take very seriously.

How we serve you

We begin by listening deeply to your story—your aspirations, challenges and legacy
goals. As a unified team of financial advisors, we combine decades of
experience with RBC Wealth Management’s global resources to help simplify complex
financial decisions. We prioritize integrity, transparency and proactive strategies
tailored to your unique journey.
Whether you’re building wealth, planning for generations or navigating life transitions,
we deliver clear guidance grounded in compassion and long-term strategy. Together,
we transform your financial vision into actionable confidence, helping you see every
decision honors what matters most to you and your family.

Investment philosophy

• Holistic approach — From wealth accumulation to legacy planning, we address every
life stage with data-driven solutions
• Collaborative relationship — Our team-based approach helps with consistent support
and clear communication
• Ethical stewardship — CERTIFIED FINANCIAL PLANNER® professionals committed to
doing what’s right—every time

Global Insight Monthly

Big Tech's AI expansion: From investment to scalable returns

The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.

Read more in Global Insight Monthly

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.