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 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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

Latest Insights

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The Fed approaches a new phase of interest rate policy

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

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