Let us help you grow more than wealth


Value statement

I help create financial security and peace of mind for individuals, families and businesses by providing a high level of service that meets and often exceeds their expectations. Investors benefit from my customized approach to wealth management because it helps address their current financial needs and achieve their long-term financial goals. I also work closely with my clients' tax and legal advisors to coordinate the most efficient and effective means for turning financial goals and dreams into reality.


Investment philosophy

I believe the most effective way to capitalize on positive market trends is to generally be fully invested across a broad and diversified range of equity asset classes, while also incorporating fixed income, alternative assets, and cash in smaller proportions as appropriate, given my clients' risk tolerance, time horizon, and financial goals.


Global Insight Monthly

Global Insight Cover Image - Feb 2024The death of (traditional value)

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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.

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