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 affluential 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, executives, nonprofits, and foundations. 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

GI Monthly

Big Tech's AI expansion: From investment to scalable returns

The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.

Read more in 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

European Union flags

Can Europe meet the moment?

The euro area defied expectations in 2025, delivering growth amid a challenging environment. Yet beneath this resilience, Europe has started to redraw its economic and strategic maps.

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Let's start the conversation

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