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 2023 Midyear Outlook pdf coverThe income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

Read GI 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

Family sitting around dinner table

How a family mission statement can help with your wealth transfer plan

Working with your family to develop a wealth mission statement can chart an intentional course for the future.

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