Let us help you grow more than wealth

Value statement

I help affluent individuals and their families achieve their financial goals through a comprehensive approach to managing wealth. By evaluating each client’s unique financial situation, I formulate a personalized investment strategy designed to focus on the accumulation, protection and transfer of wealth — in addition to using your wealth to help create an income stream during retirement. I strive to provide a high level of service that exceeds your expectations.
 
Managing your money, making it grow, protecting it and using it to your best advantage is why clients depend on my expert assistance.

How RBC Wealth Management keeps you safe

A top priority for RBC Wealth Management is protecting the security of information we have about you. Our cybersecurity team is dedicated to maintaining security safeguards to protect you and allow you to have access to our services without interruption. Learn more.

Global Insight Monthly

Global Insight Monthly cover - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read 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.

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Latest Insights

Washington, D.C.

U.S. presidential election: Back to the future

In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.

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