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.

A different kind of inflationary environment

Eric Lascelles, chief economist for RBC Global Asset Management Inc., recently sat down with Global Portfolio Advisory Committee co-chair Jim Allworth to discuss the economic and geopolitical factors driving today’s surging inflation—as well as what investors should look for over the remainder of this year, and beyond. 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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Why employee well-being should be at the forefront of every back-to-the-office strategy

Employees have been through so much during the pandemic, and the demands of work and life don't end just because we are now back in the office.

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Let's start the conversation

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