Let us help you grow more than wealth

Personal relationships. Global resources.

I work with individuals, families and businesses to work comprehensively on investment, retirement, estate, and business planning needs. I bring continuity to generational planning and allow for a collaborative effort to address all of my clients' needs. I strive to simplify the wealth management process by aligning my clients’ long-term goals with suitable investment strategies – with the ultimate goal of providing our clients with long-term financial security and peace of mind.

With the backing of the network of wealth management professionals and the services offered by RBC Wealth Management, my clients receive the focus and expertise they need to address their unique financial circumstances.

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

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.

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Latest Insights

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U.S. productivity renaissance

Dec 12, 2024 | Joseph Wu, CFA

Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.

Read more