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 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.

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

Midterms, the market, and what matters

The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.

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

Engineers

The promise and peril of AI

Until quite recently, the AI boom had been viewed in an almost entirely positive light. But for all of the promise, fears are now growing that AI could also disrupt sectors, hurt workers, and pose a risk to the economy.

Read more