Personal relationships. Global resources.

Dedicated to helping you achieve your goals

My practice has one goal: to preserve and enhance capital in light of each investor’s needs and circumstances. I do this by formulating and executing customized investment plans working with my clients’ total identified assets in order to help meet their long-term goals. I am respectful and conscious of each client’s risk tolerance and time parameters. By creating the appropriate allocation of financial assets, diversified and structured to suit each client’s particular situation, I allow time and compounding to produce return and intended results, not timing or outguessing the market. Success is measured by the achievement of goals and objectives. Starting with the initial investment strategy meeting, I work closely and continuously with each client and with the client’s legal and tax advisors as appropriate. I strongly believe open communication is critical to the success of any investment program. Each client is invited to participate fully in setting objectives, implementing specific investments. I take pride in our ability to build long-term relationships and when appropriate, to develop working partnerships with our clients’ other key business and personal advisor.

During periods of market turmoil and economic uncertainty, I understand that you may have concerns about the fitness and reliability of the financial services firms that are helping manage your wealth. I am partnered with the extensive resources of RBC Wealth Management, a world-class leader in financial services, to coordinate and tailor your financial needs. Together we can offer the expertise of many professionals who provide specialized technical and analytical support as required. The rich history of RBC Wealth Management, dating back to 1909, is comprised of many venerable, proud firms that joined forces in pursuit of one common purpose: to help our clients achieve their financial goals. Through our association with the Royal Bank of Canada (TSE & NYSE: RY ) — one of North America’s largest and healthiest financial institutions, RBC Wealth Management is uniquely positioned to be a prudent choice for your investments now and when market volatility subsides and economic forecasts brighten. RBC’s senior long-term debt credit ratings are stellar, including the Aaa (stable) rating from Moody’s Investors Services, the AA- (stable) rating from Standard and Poor’s and AA (stable) ratings from Fitch and DBRS.

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

Taking the next step

If you are interested in experiencing the RBC Wealth Management difference yourself, or in entertaining a career with our company, please contact me to set up a meeting.

Latest Insights

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Weaving the threads of U.S. equity outperformance

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

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