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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Scammers aren't just getting smarter. They're sophisticated enough to fool anyone, no matter how savvy or experienced. Investment scams are now the most commonly reported type of financial fraud, and if you've been targeted, it says nothing about you. It happens to sharp and aware people every day. At RBC Wealth Management, we're in your corner. Our fraud and scam recovery guide walks you through what to do next, no judgment, no shame, just a clear path forward. You don't have to navigate this alone. Send me a message anytime. https://docs.rbcwealthmanagement.com/us/0433-fraud-scam-recovery-guide.pdf

Did you know the best graduation gift may not come with a bow? A financial plan can be the gift that keeps giving. At RBC Wealth Management, I help new grads start strong, from building a budget to planning ahead. Because the earlier you lay a solid financial foundation, the more possibilities your future can hold. ?????????? ???? ???????? ?????? ???????? ???????? ???????????? ??????????????? Let’s talk.

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.

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

Semiconductors

First-half 2026 equity recap: Leadership comes in different forms

Jul 02, 2026 | Kelly Bogdanova

While semiconductor stock performance dominated headlines in the first half, the U.S. equity rally is more than a simple semi story. We dissect four key catalysts that held sway over performance and provide thoughts on what lies ahead for investors.

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woman shopping in supermarket

June Monthly Exec Briefing: U.S. consumer bruised by persistent inflation

Jun 29, 2026 | Frances Donald, Mike Reid, Carrie Freestone and Imri Haggin, RBC Economics

Businesses may increasingly find their ability to pass higher prices on to U.S. consumers is eroding for the first time after the pandemic.

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