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 Equity: Tight fittingGlobal Equity: Tight fitting

The presence of “tight money” points to a U.S. economic downturn drawing ever nearer, as are the challenges for equity investors. Read the full economic outlook in the latest edition of Global Insight 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

Serene lake with stones

What’s calmed markets during the banking stress?

We see four reasons why the stock market has punched through the turbulence and give our thoughts on the main risks from here.

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Happy St. Patrick’s Day everyone! Don’t leave the house without something green today and keep your eyes open for pots of gold. May peace and plenty bless your world.

When it comes to your retirement portfolio, are you looking for growth with low market risk? I can help you consider long-term options that are less affected by market ups and downs. Connect with me to learn more.

RBC Wealth Management is partnering with Major League Soccer in the United States because, like MLS teams, we believe goals matter. Learn more about this exciting partnership.

5 Tips to Be More Productive in 2023

Want to boost your productivity this year? Here are five tips to help you be more productive at work and home in 2023.

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As April 15 approaches, leveraging strategic credit and understanding your after-tax interest rate may be a smart approach to your wealth planning. Reach out to me to discuss your options.

If you have a small- to mid-sized business and are looking to start or enhance a retirement plan, connect with me today. We offer a range of solutions that help provide essential benefits to employees while reducing administrative burdens and mitigating risk.

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