It's not just your money. It's your life.

Value statement

I strive to provide world-class advice and wealth management services to my clients. I am dedicated to helping clients achieve their ambitions through the strategic management of their financial affairs and have a long history of assisting my clients with acquiring, enhancing and protecting their assets.


Investment strategy

My investment strategy utilizes proven fundamental macro-economic analysis and quantitative models to design an individualized plan for each client. I use managers who I believe are consistent and who stay true to their investment objectives. I determine your asset allocation using your specific risk and return profile. I have the knowledge and ability to access a worldwide range of investment products to find just the right fit for each of our client’s specific needs. I use a wide range of investment vehicles including, but not limited to:
  • Individual equities (stocks) and fixed-income securities (bonds, CDs, etc.)
  • Diversified investments (hedge funds, managed futures, domestic and international mutual funds, and exchange traded funds)
  • Retirement plans education savings programs
  • Asset protection products (life, disability income, long-term care insurance, etc.)
  • Charitable giving products, and trust and estate options
  • Securities-based loans (RBC Premier Line of Credit and margin)
  • Professional investment managers
  • In-depth research on equities, fixed income, and investment managers

Social Media

View my social profiles on

Did you know financial wellness can affect your physical health too? Studies have tied financial confidence to a lower risk of stress-related cardiovascular issues. Reach out for a financial health check-up.

MLS is back! It’s year four of the RBC Wealth Management partnership with Major League Soccer (MLS). With the world coming to our doorstep, 2026 promises to be an unforgettable year for the sport in North America. Who’s your go-to team on the pitch?

Happy Presidents’ Day! Did you know this U.S. holiday began in honor of our first president George Washington and his birth date of February 22, 1732?

Become a client

If you are not already a valued client, I invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets. Contact me to set up a consultation. 

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

Bulletin Board

Latest Insights

Map of Middle East

Then and now: Market reactions to military conflicts and what they mean today

Mar 06, 2026 | Kelly Bogdanova

With the Middle East gripped in an acute crisis, it’s worth examining how prior military conflicts and significant geopolitical events impacted the U.S. stock market—and what history suggests for investors today.

Read more
Parent showing their daughter a large leaf

A new era of wealth transfer: Five key takeaways for securing your family legacy

Mar 04, 2026 | RBC Wealth Management

Insights into giving and inheriting wealth across generations.

Read more