Personal relationships. Global resources.

A simple approach to retirement

I work with individuals and families to help them navigate the complex world of retirement and estate planning. Together, we identify and implement those strategies that are most prudent for their long-term goals. Every individual's and family's circumstances are unique -- and through a consultative approach backed by the award-winning resources offered by RBC Wealth Management, my clients receive the attention they need and deserve to clearly understand their financial picture and various options available to them.

Funny money: Is the future of fixed income fixed expenses?

The sub-zero interest rate experiment has changed the way central banks fight recessions. And with central banks going deeper down the rabbit hole of negative rates, we look at how investors can navigate the upside down world of negative-yielding debt. Read the full economic outlook in the latest edition of Global Insight.

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, please contact me.

I can help you with

  • Retirement planning
  • Trust and estate planning
  • Inheritance and gifts
  • Insurance and annuities
  • Education savings
  • Leaving a legacy through endowments