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

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

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

Stepping stones

Equity bull cycle intact but rising long-term rates are a growing risk

Jul 24, 2026

The technical backdrop for equity markets remains positive with healthy participation across sectors. However, a breakout by U.S. long-term rates above their 2.5-year trading ranges would risk the equity market cycle that began in Q4 2022.

Read more
College aged woman studying on floor with computer.

Saving for college: 529 plans offer flexible and tax-smart education savings

Jul 20, 2026

Learn how 529s can be an effective tool to build a college fund for today and the future.

Read more

Let's start the conversation

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