Trusted advice & exceptional service


Value statement

Combining knowledge and integrity, I specialize in helping my clients professionally navigate the complexities of managing their wealth. My clients’ trust gives me the opportunity to understand their unique situations and implement sound strategies to help accomplish their goals.

Proud to be an award-winning advisor

As a financial advisor, it is gratifying to be recognized as a leader in your industry, because it means you are serving your clients well. I am proud to be a recipient of the following prestigious awards.

Welcome, Keith!

Please join me in welcoming Keith Sierra to my team at RBC Wealth Management!


 

We’re in the “correction” camp

We make the case that the correction will give way to a renewed advance in share prices and offer some thoughts on how to prepare portfolios for the challenges likely to come with an aging, slowing economic expansion. Read the full economic outlook in the latest edition of Global Insight.

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.


 
Please contact me to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.

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