Helping you grow more than wealth

How I serve you

I help individuals, families, non-profit organizations and businesses achieve their financial goals by creating and implementing comprehensive wealth management plans that focus on accumulating, protecting and transferring wealth. Providing clients a solid financial framework demands an appropriate level of preparation, research and execution to help ensure successful outcomes. Each client has different requirements, objectives and a unique story. Understanding yours is at the heart of what I do. My approach is steady and balanced allowing for flexibility in different market conditions. I provide my clients with exceptional financial education and service.

Global Insight Monthly

Global Insight Monthly cover - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the 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

Thanksgiving table setting

The benefits of a financial chat over the holidays

As holidays approach, people look forward to spending quality time with loved ones. They should also plan to spend some time talking about family finances.

Read more

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.

*Required fields