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.

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standards and Poor AA- and A/stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

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

GI Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Read more in 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

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.

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Happy New Year! Wishing you a bright 2026, filled with connection and joy!

"For Love & Money" answers your relationship and money questions. This week, a reader struggles with her husband's stress about saving for retirement.

My husband's stress around saving for retirement is exhausting. I know we'll be fine — how do I get through to him?

Even with a financial windfall, retirement anxiety can overshadow excitement. As this story shows, unexpected wealth brings unique emotional challenges. As a financial advisor, I can help turn stress into confidence by creating a clear plan tailored to your goals and fears. Don't let uncertainty hold you back, getting expert guidance makes all the difference.

Read More

A recent RBC Wealth Management survey found generations agree that family values are foundational financial values. For help beginning the conversations with your heirs for future alignment, connect with one of our financial advisors. https://www.rbcwealthmanagement.com/en-us/find-an-advisor?utm_medium=organic-social&utm_source=hearsay-social-platform&utm_campaign=research-and-insights&utm_id=489eb04c11e8d8ea39c61069aec068ac

Latest Insights

Futuristic city

Executive summary: Global Insight 2026 Outlook

The future is here … and gathering speed. We share key insights from our Global Insight 2026 Outlook, highlighting the forces likely to shape financial markets as well as potential investment opportunities for the year ahead and beyond.

Read more