Dream big. Plan well. Live fully.


Our commitment to you

As our client it's our goal to help you feel informed, empowered and confident about your choices. We work with you to understand your unique needs and customize a plan that helps achieve your goals and dreams. We can help you with: investment portfolio design, college funding options, retirement and estate planning strategies, insurance (life and LTC), and company retirement plan solutions. We welcome the opportunity to work with you, your family and your business to develop solutions that simplify your life and assist you in successfully navigating your financial future.

Our philosophy is Dream big • Plan well • Live fully.


Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized, objective advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore my website to learn more about our customizable solutions designed to strengthen your financial security.

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

GI Monthly Cover October 2022Solar energy: Here comes the sun

A cheap and emissions-free technology, we shine a light on solar’s potential and how investors can look to tap into this growth opportunity. 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

Dry river bed

Receding liquidity exposes risks

The receding tide of monetary liquidity is exposing long glossed over financial vulnerabilities and systemic risks. In this environment, we expect financial markets’ volatility to continue.

Read more

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact me today to explore this potentially untapped source of opportunity. 

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