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.

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U.S. retail sales data for September is stale, but it does show how consumers fared before the government shutdown. Consumers may be running out of steam after...

U.S. retail sales data for September is stale, but it does show how consumers fared before the government shutdown. Consumers may be running out of steam after months of tariff front loading. RBC… | RBC Economics

The latest RBC Economics analysis highlights that September's U.S. retail sales data, while somewhat dated due to the recent government shutdown, reveals consumers may be losing momentum after months of tariff-driven front-loading.

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On this International Day of People with Disabilities, may we come together to celebrate diversity, promote accessibility, and support the well-being of all individuals.

The IRS has announced the cost‑of‑living adjustments for pension plans and other retirement-related items for tax year 2026.

Here’s How Much IRA, 401(k) And Other Retirement Contributions Limits Increase In 2026

Keeping an eye on the cost-of-living (COLA) increase for 2026 is essential for your retirement planning and financial security. Learn more about this topic and how it may impact your future.

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Latest Insights

Headquarters downtown Beijing China - Global Insight 2026 Outlook

Global Insight 2026 Outlook: Asia-Pacific

The two largest Asian equity markets have the potential to rally further. Within corporate bonds, quality credits should prevail.

Read more