Financial planning—on your terms

Money is not the goal. Money assists you in achieving your dreams and goals. My planning process begins with learning more about those dreams and goals. Whether you are looking for security, adventure, or freedom. My purpose is to help you turn your money into the life you envision and a legacy for future generations.

Global Insight Monthly

Global Insight Monthly NovemberWill AI generate long-term equity performance?

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

Read GI Monthly »

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.

Latest Insights

Senior man planning for retirement on a laptop

Preparing for retirement: Strategies for safeguarding your portfolio against common risks

Understanding the challenges will make it easier to plan for retirement without fear of outliving your assets.

Read more

Bulletin Board