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 Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the 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

Parents talking to child

How to talk to your kids about their inheritance: Why wealth transfer conversations are crucial

Family discussions should start early to successfully pass down both wealth and values.

Read more

Social Media

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Take advantage of summertime and assess your midyear financial goals. As you make necessary adjustments, let me know if you have any questions or changes in your situation.

In moments of market volatility, it's natural to have questions. That's when experience matters most. I’m here to provide clarity, reassurance and strategies designed to help protect and grow your wealth through every market environment. Reach out with your questions.

Happy Father’s Day!

Congrats graduates! Kudos on your accomplishments and best wishes for what’s next.

It's RBC Canadian Open week! Good luck to #TeamRBC and the whole field who are competing at TPC Osprey Valley. Who will you be cheering on? #RBCCO

An unexpected injury or illness can happen to anyone causing a long-term disability. What’s your plan if this happens to you? Income protection insurance can fill the gap in your health care coverage. Reach out to me and let’s connect today.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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