Beyond the numbers: Growing confidence, freedom, and joy

Building a financial life that helps give you peace, confidence, and freedom

My goal is to bring real care, honesty, and expertise to looking after your finances—so you can feel free to focus on the things you love most in life.

You’re one of a kind, and your needs are deeply personal. My first step is always to truly get to know you—your story, your situation, and what matters most to you. I also recognize that money isn’t just numbers; it comes with emotions, dreams, and sometimes worries. Taking those feelings into account is, I believe, what helps make the whole process more meaningful and successful over time.

You can expect a plan that’s built just for you—tailored to your goals, how comfortable you are with risk, and the values you hold dear. You’re always at the heart of everything we do, and I love open conversations and exchanging ideas. Protecting and growing your wealth matters a lot to me, so I use a thoughtful yet flexible approach that stays steady while adapting to whatever the markets or economy bring.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

• plan for retirement, including the creation of an income stream;
• fund an education for a loved one;
• prepare for a major purchase;
• protect their family or income; and
• create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

Global Insight Monthly

Building on a narrow base

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

Read more in 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.