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

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

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

Couple sitting on a couch looking at tax documents

What the One Big Beautiful Bill Act means for charitable giving in 2026 and beyond—and what donors can do now

Nov 20, 2025

The OBBBA will reduce charitable tax breaks for high-income donors starting in January. Here's how to prepare before year-end.

Read more
Older woman in her ceramic studio looking at a tablet

Planning for succession

Nov 18, 2025

If you’ve been wondering about the future of your business after you retire, here’s a quick look at some of the factors you may want to consider.

Read more

Let's start the conversation

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