Let us help you grow more than wealth


Value statement

I advise clients in the process of growing, protecting and distributing wealth in the most efficient manner possible. My professional responsibility is determining the most appropriate strategies in evaluating, constructing and managing my client’s investment portfolios.


Investment philosophy

I use a four step process to help clarify goals and develop strategies to help achieve your objectives.
Step 1 — Portfolio Analysis & Goal Setting
Step 2 — Investment Plan and Allocation
Step 3 — Investment Evaluation and Implementation
Step 4 — Performance Monitoring and Reporting


Global Insight Monthly

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

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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.

Latest Insights

Paris in the springtime

The metamorphosis of European equities

No longer wan and listless, we think European equities are emerging from their chrysalis with newfound potential. We look at how the investment story is transforming and why investors should take a fresh look at the asset class.

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