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 - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

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