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 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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

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The Fed approaches a new phase of interest rate policy

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

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With year-end approaching, if you’re over age 73 it’s time to take your required minimum distributions. Contact me to discuss options for your RMD.

Read the latest trends and strategies in wealth planning for the year ahead with RBC Wealth Management's Global Insight 2025 Outlook. https://www.rbcwealthmanagement.com/assets/wp-content/uploads/documents/insights/global-insight-2025-outlook.pdf

Happy Thanksgiving everyone! May you have much to be grateful for today.

Starting in 2025, older workers can save even more for retirement via 401(k) catch-up contributions. Here's what investors need to know.

Big retirement rule changes are coming in 2025 — here's how you can save more money

The IRS just unveiled changes regarding retirement contributions and deferrals for the new year. Read more about these revisions.

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Financial empowerment matters. Reach out to learn about the resources available to help people of all ages feel more educated regarding money, investing and wealth planning.

There are many different approaches to saving, managing and growing wealth. Connect with me to learn about the financial education resources we have designed exclusively for women. https://www.rbcwealthmanagement.com/assets/wp-content/uploads/documents/cmp/women-and-wealth-a-planning-workbook.pdf

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