Let us help you grow more than wealth

Value Statement

I have a real passion for working with clients of all ages and all walks of life. I am energized by educating people and developing a wealth management plan for the unique challenges each of us face. My goal is to provide the appropriate investment strategy based on your risk tolerance, time horizon, and investment objective.

Investment Philosophy

I recommend a strategic buy-and-hold asset allocation strategy that is a broadly diversified portfolio of stocks, bonds, cash and alternative investments. In addition, I work to closely monitor market and economic events to identify short-term investment opportunities. I may add tactical managers or funds as appropriate to help take advantage of the upside, yet still help provide some protection on the downside.

Global Insight Cover (man looking at finances on ipad)

As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.

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

Summer events shaping the outlook for the UK and Europe

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

Read more