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 Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. 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

Man and boy playing with sailboat in pond

Age-based guidelines for retirement income planning

Wisdom compares life to a journey – it’s also apt for retirement. Retirement is more like a decades-long odyssey around the world than a summer spent learning to sail. Careful planning tantamount to living comfortably and not running out of money.

Read more

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