Meet the team

The Harmony Financial Wellness Group

We believe in establishing life-long relationships built on trust and mutual understanding. With our BINDER Process, we develop wealth plans that integrate tailored recommendations with wealth management strategies designed for you and your family.

Our gratitude is expressed by delivering high quality standards of care and service, and we encourage continuous education as the key to financial wellness.

Our mission

Financial wellness is a dynamic state of financial health. Being financially healthy, like being physically healthy, is about enjoying daily life, maintaining balance, and protecting yourself and your family against devastating risks.

Harmony is synonymous with flow. It creates a sense of peace, calmness, and inspiration. When your financial goals are aligned with the people, values, and activities that are most important to you, financial harmony is achieved.

We are committed to helping you craft a family wealth plan that creates harmony in your life.

Global Insight Monthly

Global Insight Monthly NovemberWill AI generate long-term equity performance?

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

Read GI Monthly »

Latest Insights

Woman looking over her shoulder

Looking back, looking ahead – with guarded optimism

We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.

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Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.


Wealth Strategist


Wealth Management Consultant


Wealth Strategist


Trust Consultant


Wealth Management Banker

Tune into Erica's podcast

Listen, subscribe, refer, and learn more about A Strong Woman for Strong Women Podcast HERE. Erica's podcast is also available on all major streaming services. 

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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