Let us help you grow more than wealth

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 AA+² 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.

Value statement

I help create financial security and peace of mind for individuals and their families. This is accomplished by providing clients with a high level of service that meets and often exceeds their expectations. Investors benefit from my customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.

Investment philosophy

I recommend a strategic buy-and-hold asset allocation strategy that is a broadly diversified portfolio of stocks, bonds, cash and alternative investments. In addition, I will closely monitor market and economic events to identify short-term investment opportunities. I will add tactical managers or funds as appropriate to help take advantage of the upside, yet still help provide some protection on the downside.

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.

Global Insight Monthly

GI Monthly

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

Read more in Global Insight Monthly

To maintain your investment portfolio while meeting your cash-management needs, you may want to take advantage of the RBC Premier Line of Credit, a revolving line of credit secured by one or more of your eligible investment accounts. Learn more about the RBC Premier Line of Credit

My mission

I am committed to providing clients and their families with the highest level of customized service.  By utilizing the resources available through RBC Wealth Management I provide the necessary solutions our clients seek.  The process includes deep discussion about your situation, your goals and your fears, explanation, discussion and education about possible solutions, and program to monitor and maintain this process.  Feel free to browse my Newsletters, Reports, and Market Commentary to gain some insight into the breadth and depth of my resources.

Latest Insights

Sheepdog

Is Kevin Warsh a sheep in wolf’s clothing?

The Federal Reserve chair got the ‘family fight’ he wanted at this week’s meeting, but now might have a fight with the market. With the 30-year Treasury yield near a two-decade high, we look at where policy and yields could go from here.

Read more