The best returns are more than financial

Strategy. Execution. Success.

Our investment process begins with an effective risk analysis of each client. From there we develop customized solutions based on the client’s risk profile and the time tested asset allocation model. The process is managed and adjusted as necessary to meet the long-term investment objectives of each client.

Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore my website to learn more about our customizable solutions designed to strengthen your financial security.

How RBC Wealth Management keeps you safe

A top priority for RBC Wealth Management is protecting the security of information we have about you. Our cybersecurity team is dedicated to maintaining security safeguards to protect you and allow you to have access to our services without interruption. Learn more.

Global Insight Monthly

Global Insight Monthly cover - October 2025

AI's big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. Read the Global Insight Monthly »

It's all about staying connected

Thank you for trusting me as your wealth management partner. My commitment to you goes beyond sharing my knowledge and expertise. If you are not currently a client feel free to contact me and set up a meeting. 

Learn more about me

To learn more about me, view my bio here. 

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Are you a business owner looking for short- and long-term financial advice? Me and my many colleagues can help you during all stages of your business, from startup through retirement. Message me today to have a conversation.

A new rule is going into effect next year that will affect high earners who make “catch-up contributions” in their 401(k)s or other tax-deferred workplace...

A new rule means some 401(k) contributions will no longer be tax-deferred. Here’s who will be affected | CNN Business

New tax rules for 401(k) catch-up contributions start next year. Workers over 50 will face taxes on these contributions, potentially impacting retirement savings. Let’s review your retirement plan to optimize your savings. Contact me to stay ahead!

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Is the business you’re running successful and well positioned for the future? Contact me for tips and resources to help achieve your goals.

Latest Insights

Red gold and green

U.S. Recession Scorecard: Stuck … with reduced visibility

The scorecard indicators remain mixed, including a shift in the yield curve indicator. The government shutdown has limited employment data, confirming a cautious investment approach is needed, as ongoing policy and trade shifts affect the economy.

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