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.