Helping you grow more than wealth

My mission to clients

As your trusted advisor at RBC Wealth Management in Southpointe, I provide personalized and holistic wealth management planning services with commitment, dedication and integrity to individuals, families and organizations.

My vision and values

I develop deep personal relationships with individuals and families who become lifelong clients. My clients recognize the importance of professional advice at every stage of their financial planning journey, from accumulation of assets to retirement.

  • Holistic financial planning
  • Outstanding client service
  • Integrity and trust
  • Dedicated, professional and hardworking
  • Commitment to family
  • Commitment to community
  • Commitment to excellence

Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized, objective advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore my website to learn more about our customizable solutions designed to strengthen your financial security.

GreenTech: Keeping it clean

Once, the green technologies theme was a niche that was “nice to have.” Now, we’re seeing a transformative shift to a clean energy world, and with it the next normal. We explore four key drivers underpinning the GreenTech growth prospects. Read the full economic outlook in the latest edition of Global Insight.

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.

Latest Insights

Infographic of stat with three member family and RBC logo

Family members with disabilities need special planning

Find peace of mind knowing your loved one with a disability or medical condition will have access to care over the long term, or if something unexpected happens.

Read more

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