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.

Global Insight Monthly

GI 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

Latest Insights

Dockworkers

Tariffs: A revenue win – but not a deficit fix

After a year of uncertainty, tariff rates have stabilized at lower levels than feared—and become a significant U.S. government revenue source. We assess the tariff landscape ahead of the Supreme Court’s important ruling.

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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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Bigger tax refunds could be coming in 2026 due to changes enacted in President Donald Trump's "big beautiful bill." Here's how it could impact the economy.

Bigger tax refunds are coming for 2026 — what it could mean for the economy

Bigger tax refunds in 2026 could mean a major boost for the economy. Learn how this extra cash in consumers' pockets might fuel spending, drive retail growth, and stimulate GDP. #Economy #ConsumerSpending #EconomicGrowth

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Your IRA works best when contributions and investing go hand in hand. Let’s review your plan to evaluate if your money is positioned to grow over time. RBC WM does not provide legal, accounting or tax advice and all decisions regarding your investments should be made in consultation with your independent advisors. For more information: https://www.rbcwealthmanagement.com/en-us/legal/legal-and-tax-advice?utm_medium=organic-social&utm_source=hearsay-social-platform&utm_campaign=research-and-insights&utm_id=812bf473b22ec5da5752335b7f09660d

Cheers for 2026! May it be a year of peace and prosperity!

Plan ahead for your required minimum distributions (RMDs) as they impact your gifting and estate plans. Let’s discuss. Call me to schedule your annual wealth planning checkup.

Plan ahead for your required minimum distributions (RMDs) as they impact your gifting and estate plans. Let’s discuss. Call me to schedule your annual wealth planning checkup.

Did you know wealth planning can be impactful regardless of how many assets you already have? Careful planning is still needed to maintain wealth across generations. I would love to help you create a plan that will help your wealth transfer for generations to come.