Helping you grow more than wealth

Value statement

True wealth planning goes beyond just managing your assets. I pride myself on my ability to relate to a wide range of client backgrounds by being direct and asking tough questions. I am driven by the desire to change lives for the better in a measurable way, and by working closely with my clients I push boundaries to help develop vision and purpose behind your financial needs and wants.

Wealth management approach

With three decades in the financial services industry, my demonstrated history in this practice gives me a unique understanding of human behavior that has molded my approach to servicing clients. I learn about my clients by listening and in turn, develop strategies to address where you can enhance your financial strengths, while considering the need for capital preservation and personal values. My holistic approach goes beyond the scope of a typical advisor to include: retirement planning, income management and tax minimization considerations, as well as succession planning and estate planning strategies. My ability to focus and balance both the professional and personal goals of my clients makes my wealth planning sought after.

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 Cover (man looking at finances on ipad)

As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.

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.

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.

*Required fields

Bulletin Board

Latest Insights

Summer events shaping the outlook for the UK and Europe

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

Read more

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.