Strengthening your financial securitySM

Advice for the life you lead

My practice is focused on comprehensive wealth advice customized for each client’s unique challenges. I take great pride in becoming a primary advisor to business owners, corporate executives, and affluent families. Our relationships are built on trust and mutual respect, and extend beyond investments.

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.

Coronavirus: An outbreak of uncertainty

As new clusters of coronavirus cases pop up around the world, an outburst of volatility and concerns are running through markets. RBC Global Asset Management’s Chief Economist Eric Lascelles looks at how the scope of the outbreak is evolving and to what extent the coronavirus could sap Chinese and global economic growth. Read the full economic outlook in the latest edition of Global Insight.

 

Have You Switched Jobs Recently?

If so, it’s important to know where your assets are, and where they are going. Call us today to discuss the advantages, disadvantages and potential tax consequences of your IRA rollover options, and how they will affect your retirement. Together we will carefully choose the option that best fits your needs and retirement goals.

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation click on the  Contact Me box.