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.

U.S. recession scorecard update

In our view, an equity investor’s principal focus should be on the U.S. economy—the world’s largest and the one that sets the rhythm and tone for much of the developed world. A U.S. recession has usually been bad news for other economies and equity markets. Every U.S. recession has been associated with a bear market for U.S. stocks—and for most other equity markets. 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

Are markets playing catch-up to the Fed?

Despite fears of a more aggressive Fed in the face of persistent inflation, it could actually mean better economic outcomes over the long run.

Read more

Let's start the conversation

If you'd like to discuss anything you learn about here in more detail, please fill out the form below.

*Required fields