Personal relationships. Global resources.

Value statement

Our team is focused on providing customized investment advice and unparalleled service. We incorporate the global resources of the RBC platform to offer bespoke investment solutions to families, trusts, corporations, foundations and charitable organizations. 

Our team is dedicated to implementing customized investment strategies designed to provide the service, solutions, and strategies needed to help preserve capital, maintain growth and prepare for the transfer of wealth. This may include working with your legal and tax advisors to confirm we are optimizing your planning opportunities. We bring a financial consulting discipline to the investment process and view our client relationships as life-long partnerships. We look forward to the opportunity to assist you with your wealth management needs.

Honored to be a nationally recognized wealth advisor

I am very proud to be recognized as one of Forbes Best-In-State Wealth Advisors in 2020, 2021 and 2022 and one of AdvisorHub's Advisors to Watch in 2022. I am pleased to be a part of these respected groups—because it means I’m serving my clients well.

Global Equity: Tight fittingGlobal Equity: Tight fitting

The presence of “tight money” points to a U.S. economic downturn drawing ever nearer, as are the challenges for equity investors. Read the full economic outlook in the latest edition of 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

Janet Engels and Tylar Lunke

Audio commentary: Questions, opportunities, and where things are headed

Mar 28, 2023 | |

Janet Engels shares what’s top of mind for investors, and reflects on where opportunities can be found.

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Businesswomen sitting at table reviewing documents

Interested in buying a business? Here's what you need to know

Mar 27, 2023 | |

When you pursue it smartly, buying a business can be both profitable and enjoyable.

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Bank facade

A crisis for a few banks is not a banking crisis

Mar 24, 2023 | |

Several factors distinguish the recent turmoil from the 2008–09 crisis. We discuss U.S. policymakers’ current approach, and the risks for investors in U.S. banks.

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