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 Monthly NovemberMarket overview: A new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read the Global Insight 2024 Outlook »

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

Global Insight 2024 Outlook Storm Clouds loom over field

Global Insight 2024 Outlook: Investing for a new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read more