Welcome

Welcome. Thank you for visiting my site.

My goal here is to provide useful wealth management information to all and a deeper understanding of my thinking, processes and services.

To help navigate efficiently note the tabs along the top to indicate where specific information can be found, including:

  • About: My personal background and a brief look at RBC Wealth Management.
  • Personal wealth management: An overview of my approach to managing and protecting the wealth of all my clients.
  • RBC WealthPlan: A more detailed look at our wealth planning capabilities at RBC.
  • Business owner financial services: More about our offerings to businesses and their owners, including credit, retirement benefits, risk management and exit planning.
  • Insights: The latest thinking and ideas from RBC.
  • Connect: How to reach out to me whenever I can be of assistance.

I hope you find this useful and welcome your comments at any time.

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.

What we are thinking

Global Insight Monthly

Global Insight Monthly cover - November 2024Debunking debt disaster

Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »

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