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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Crafting a family mission statement can be a fun and enlightening activity that allows all the voices in the family to be heard. It also requires everyone to listen, share and learn. I can help you get the conversation started.

With RBC Total Wealth, you can securely sync your external accounts, from credit cards to 401(k)s, with one simple login. You can even nickname or hide specific accounts to make your dashboard work exactly the way you want it to. I’m helping my clients set this up to ensure we're always making decisions based on the most current, accurate information. Let’s start the discussion and let’s get your total wealth view set up together.

Memories are treasures. May you have fond recollections of loved ones on this Memorial Day, especially those who made the ultimate sacrifice in service to our country. Their courage and sacrifice allow us to live in freedom, to build our businesses, to pursue our dreams and to gather with those we love. We remember them not just today but every day. #MemorialDay #HonorAndRemember

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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