Helping you grow more than wealth

Helping people through financial transitions

Since 1994, I have dedicated my career to assisting my clients in planning for financial independence. If you were to ask me how my financial advisory practice is different, or where my area of passion lies, it is that I focus on working with clients who are going through financial transitions. From planning for or transitioning into retirement, a job or career change, preparing financially for a college education, or selling a business, to helping clients who are divorced or widowed, my passion lies in helping clients who are facing a new and often uncertain financial future. By assisting my clients with a well thought out plan, I can help them address the often complex and confusing issues surrounding investments, insurance, retirement, estate planning services, and divorce planning.

I am currently accepting new clients, and would welcome the opportunity to speak with you. So, if you or someone close might be facing a financial transition in their life and are in need of a caring and knowledgeable professional advisor to help them navigate an uncertain future, please reach out to me. There is no fee for an introductory consultation with me and everything we discuss is strictly confidential.

RBC Echelon distinctive wealth solutions

Through RBC Echelon, we provide business owners, corporate executives and wealthy families customized strategies and bespoke solutions to grow, preserve and make an impact with their wealth over generations. It's where your wealth takes you that matters, and RBC Echelon understands that being wealthy is only the beginning.

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

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

Financial data display

Weaving the threads of U.S. equity outperformance

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

Read more

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