Helping you grow more than wealth

How I serve you

I provide customized financial services supported by the broad capabilities of a global institution. Working with a limited number of wealthy clients, I offer you and your family personalized attention for your financial life, now and for future generations.

I work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, I put my clients at the center of every personalized strategy. Working with a team of specialists, I  draw on the resources and insights of a global financial firm to create strategies that reflect your aspirations. I know that significant wealth brings complex challenges—and my experience, passion and perspectives can help simplify your life.

Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. 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.

Latest Insights

Man checking stocks on phone

Rally realities

It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.

Read more

Let's start the conversation

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