My mission

I help affluent families and business owners develop long-term wealth plans designed to help achieve their goals by incorporating all aspects of their financial lives. 

I treat my clients like family; they know I am their trusted financial advisor through their entire financial journey.

Honored to be an AdvisorHub award recipient

I am very proud to be recognized as one AdvisorHub's Advisors to Watch in 2023. I am pleased to be a part of this respected group—because it means I’m serving my clients well.

Helping you grow more than wealth

Helping you achieve your financial goals is our top priority, which is why we value the time we spend to understand where you are today, how you got there and where you would like to be. By closely examining your situation we create a plan that includes all aspects of your finances are working in concert together to ensure you and your family are properly positioned for success in the months, years and decades ahead. Just like life isn't a straight and predictable path, neither is your financial plan. Our team is here to help serve as your financial co-pilots throughout your family's life journey.

RBC Echelon distinctive wealth solutions

Through RBC Echelon, we provide business owners, corporate executives and wealthy families customized strategies and bespoke solutions to grow, preserve and make an impact with their wealth over generations. It's where your wealth takes you that matters, and RBC Echelon understands that being wealthy is only the beginning.

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.

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Latest Insights

Commuters on a train

A return to yield curve normalcy?

The ongoing yield curve inversion appears out of line with record equity markets and robust commodity pricing. We look at some reasons investors are accepting lower yields on longer-maturity bonds.

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