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

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PDF Document

protectyourselffromfinancialfraud-0c61fa29a8d241aca555effa437ea230.pdf

It's National Fraud Awareness Week, and we here at RBC Wealth Management want to remind you to be vigilant in protecting your financial well-being. According to statistics from the Association of Certified Fraud Examiners, organizations worldwide lose an estimated 5% of their annual revenue to fraud. A single instance of fraud can have devastating consequences. Let's work together on a custom solution to help you avoid falling victim to financial fraud. #fraudprevention

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Women face unique financial challenges and our “Women and wealth” workbook can help. Learn tips to think comprehensively about your financial health and identify confidence-building steps and implement strategies designed to help you grow, manage and protect your wealth. Ask me for a copy.

Funding your retirement is likely the most expensive purchase you’ll make in your lifetime. Retiring with confidence means managing risk and eliminating as many of the unknowns as possible. I can create a personalized RBC WealthPlan®️ for you that simplifies the complexities of retirement income planning and makes it easier for you to see where you stand today, tomorrow and beyond. Check out our wealth planning guide.

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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

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Latest Insights

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What the One Big Beautiful Bill Act means for charitable giving in 2026 and beyond—and what donors can do now

Nov 20, 2025 | RBC Wealth Management

The OBBBA will reduce charitable tax breaks for high-income donors starting in January. Here's how to prepare before year-end.

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Planning for succession

Nov 18, 2025 | RBC Wealth Management

If you’ve been wondering about the future of your business after you retire, here’s a quick look at some of the factors you may want to consider.

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