Helping you grow more than wealth

"My clients can live a more balanced life today, knowing that they have a plan in place for tomorrow. My clients can spend less time worrying about the growth of their wealth and more time enjoying their wealth, knowing their assets are positioned to weather life’s unexpected events."

 

A world of resources

For more than a century, RBC Wealth Management has provided trusted advice and solutions to individuals, families, institutions and charitable foundations through an award-winning global network and tools.

World's 5th largest

Wealth manager by assets*

AA- credit rating

The second-highest rating from Standard & Poor’s

85,000 employees

Across the globe, with 200 U.S. offices

 

 

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

Global Insight Monthly

Global Insight Monthly cover - February 2025

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »

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.

Purpose and strength

Latest Insights

calculator and tax form

What you can do to mitigate tax surprises every year

Mar 07, 2025

Professional advice is essential for complex financial situations—a tax surprise can hit at any time.

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Boat in rough seas

Vortex of volatility

Mar 07, 2025

A period of rapid-fire developments has understandably put investors on edge. We make sense of five catalysts tugging on stock markets and elucidate why we’re not ready to throw in the towel on the two-year-plus bull market just yet.

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Let's start the conversation

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