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.

Putting a price on carbon emissions

Increasingly, countries are making the pricing of carbon emissions mandatory, either by enforcing cap-and-trade rules or by imposing a carbon tax. But with the pace of government regulatory support varying dramatically from country to country, many companies are also trying to offset their emissions voluntarily, in response to the growing cohort of environmentally conscious consumers and the increasing influence of environmental, social, and governance (ESG) funds. How should investors take this new business expense into account? 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

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Five ways to stay healthy through the holidays

A healthy holiday season doesn't have to be a contradiction. Check out these tips for making wellness a priority through some of the most demanding months of the year.

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