Helping you grow more than wealth

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

Turn your financial goals into reality

I help create financial security and peace of mind for individuals, families and businesses by providing a high level of service that meets and often exceeds their expectations. Investors benefit from my customized approach to wealth management because it helps address their current financial needs and achieve their long-term financial goals. I also work closely with my clients’ tax and legal advisors to coordinate the most efficient and effective means for turning financial goals and dreams into reality. Please contact me today to discuss how I can be of service to you.

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

Employment interview

What dueling data and the Fed’s dual mandate mean for interest rate cuts

Relative comfort on inflation should allow the Fed to shift its focus to the goal of full employment. But with labor market data pointing in different directions, we sift through the mixed messages and the impact on the Fed’s rate cut plans.

Read more

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.

*Required fields