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

GI Monthly

Building on a narrow base

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

Read more in 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

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How to medal in your financial life

Jan 27, 2026

Thinking of the winter games, how might you maximize your financial life to feel like you’re on the medal platform? Read on for some ideas at various life stages.

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Woman looking at her tax documents with her advisor

Tax planning: an essential component of financial empowerment

Jan 27, 2026

To help empower your financial future, make certain that tax-planning strategies are integrated into your wealth plan.

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Let's start the conversation

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