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

Midterms, the market, and what matters

The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.

Read more in Global Insight Monthly

Latest Insights

Young couple meeting with financial advisor

Ten key discussion points for your mid-year review

A mid-year review can be a perfect time to reassess and adjust your financial strategy.

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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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Memories are treasures. May you have fond recollections of loved ones on this Memorial Day, especially those who made the ultimate sacrifice in service to our country. Their courage and sacrifice allow us to live in freedom, to build our businesses, to pursue our dreams and to gather with those we love. We remember them not just today but every day. #MemorialDay #HonorAndRemember

If you’ve changed jobs over the years, chances are your retirement savings are sitting in a few different places, such as an old 401(k) there, an IRA here and maybe a pension somewhere else. Managing your retirement across multiple logins makes it hard to see the big picture. You may have more questions than answers: Are you on track to retire? What are your total fees? Are you diversified across your accounts? RBC Total Wealth lets you securely link to external retirement accounts to see everything in one view. Let’s make sure your hard-earned savings are working together for your future.

The first step to getting ahead is getting a clear view of your retirement assets and refining your plan. Bringing all your accounts together in one place can help you build a real strategy for growth, while making it easy to track as your career and goals evolve. Reach out to start the journey.

If your financial life is spread across different banks, retirement plans and real estate investments, knowing your net worth can feel like a part-time job. We’ve changed that. With RBC Total Wealth, you can link over 19,000 external institutions to your RBC Wealth Management Online account. It’s secure, it’s instant and it’s right in the mobile app. Find out your number today. Because, when you see the whole picture, you can plan for what’s next with confidence.

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In the Investor’s Edge newsletter for spring 2026, read tips for legacy planning, how AI fits into wealth planning, fixed income and equity investing ideas for different stages of life, plus how to see your financial picture in one place with RBC Total Wealth.

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2x RBC Heritage winner, Matt Fitzpatrick! Congratulations from all of #TeamRBC