Welcome to my website

RBC Wealth Management is a world-class investment firm that first and foremost is committed to the proper stewardship of our client's wealth planning and investment needs. You can be assured that I serve my clients with the same commitment and attention to detail in helping them achieve their financial goals.

Strengthening your financial securitySM

My vision is to help provide financial security and peace of mind to those individuals, families, business owners and institutions that entrust their wealth management planning and investment needs to RBC Wealth Management and my business practice. My mission is to provide high-quality financial advice and service, and I accomplish this by serving the best interests of my clients only and building relationships based on honesty, sincerity and trust. As a result of this business philosophy and consulting approach, my clients find value in the customized solutions I create in managing their wealth. My solutions address their current financial needs and also help them to achieve their long-term goals. Additionally, I am committed to providing a high level of personalized service and advice to my clients.

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

The benefits of an estate plan review

The benefits of an estate plan review
The benefits of an estate plan review

Become a client

If you are not already a valued client, I invite you to experience the skill and dedication of a business built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Year-end checklist

RBC Wealth Management put together a list of important year-end planning topics to review—including: tax-sensitive strategies, ways to boost your retirement savings and charitable giving tips—for success in the new year.

> Review the checklist

Taking a few moments to plan ahead can help you take advantage of potential opportunities to grow your wealth and get you one step closer to reaching your goals. Contact me today to discuss how I can be of service to you.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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RBC Online Bill Pay

In addition to conveniently accessing your accounts online, you can also sign up for our electronic bill payment service. Eliminate paper checks, stamps, and rushing to the mailbox. Log in to RBC Wealth Management Online today to get started.

Be cyber aware

In today's digitally connected world, not everyone is who they claim to be. That’s why we are committed to helping our clients learn how to protect themselves and their data. Learn more.