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.

We’re in the “correction” camp

We make the case that the correction will give way to a renewed advance in share prices and offer some thoughts on how to prepare portfolios for the challenges likely to come with an aging, slowing economic expansion. 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