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A holistic approach to wealth management planning

As a CERTIFIED FINANCIAL PLANNER™ practitioner, I am able to offer advice around your whole financial life. My integrated approach looks at your assets, your liabilities, your long-term and short-term needs. In this way, I can help you maximize the impact of your financial resources, whether you are in pre-retirement or fully retired, seeking income, and/or estate planning solutions.


Global Insight Monthly

Global Insight Cover Image - Feb 2024Four for 2024: Key things to know about U.S. Elections

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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Latest Insights

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Nuclear getting the push it needs

Mar 27, 2024 | RBC Wealth Management

Learn how nuclear energy fits into a responsible investing strategy.

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