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 - Feb 2024Four for 2024: Key things to know about U.S. Elections

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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

Driving toward the horizon

The importance of focusing on time horizon

Too often, we find investors focusing on what the press puts before them instead of concentrating on issues relevant to their goals. We explain why investment time horizon should be a key focus of portfolio thinking.

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