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Welcome!

Thank you for taking the time to visit my website. The site contains information about me, RBC Wealth Management, current events, and changes taking place in the financial markets. Feel free to let me know what you like or don't like about it or things you think would be helpful to add.

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Value statement

I want to help you understand the world of investing and meet your financial goals. I will simplify the process and work with you over the long term in a way that is relatable and comfortable. I will look at your whole financial picture and develop a plan that works for you and makes sense to you.

Global Insight Monthly

GI 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

 

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation click on the  Contact.

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

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Latest Insights

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Financial health and wellness - a reality checkup for the new year

Jan 09, 2026 | Angie O'Leary

Want better financial health in the year ahead? Focus on these four things.

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