Let us help you grow more than wealth


Value statement

I help create financial security and peace of mind for individuals and their families. I provide a customized approach to wealth management that is tailored to client’s specific needs and objectives. Consistent and on going dialogue allows me to create comprehensive financial strategies that adapt to each client’s unique financial objectives.


Investment philosophy

I recommend a strategic asset allocation approach that is a broadly diversified portfolio of stocks, bonds, cash and alternative investments. I believe protecting your nest egg from market down turns is critical to the success of your overall investment strategy.


It's all about staying connected

Thank you for trusting me as your wealth management partner.  My commitment to you goes beyond sharing my knowledge and expertise.  I am also committed to consistent and valuable communication, because it's essential to a partnership.  This website will never take the place of our direct communication, but I think it can serve as a helpful supplement to make sure the information you need is always at your finger tips—from your account activity to the latest market commentary.  I see it as one more way for us to stay connected.

Global Insight 2020 Outlook

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.

 

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.

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Latest Insights

bride and groom holding hands on wedding day

Plan your children’s destination wedding without derailing your retirement plans

Dec 10, 2019 | RBC Wealth Management

Luxury destination weddings can create lasting memories, but they also present special challenges for planning, especially when it comes to finances.

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Latest Insights

mature man using laptop in the kitchen

Five strategies for taking your required minimum distributions

Dec 10, 2019 | RBC Wealth Management

Here are five strategies to help high-net-worth individuals navigate required minimum distributions and protect their financial legacy.

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