What makes us unique

Our goal is to be the Chief Financial Officer for our clients. We take a holistic approach in working with each and every client. Our backgrounds are diverse, and we carry and implement that wisdom when working with our clients.


Commitment to clients

It is a privilege as well as an honor for our team to serve as the CFO to the client families and the wealth that we strive to manage and preserve for them


With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

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Social Media

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Family values regarding finances matter and, perhaps surprisingly, are important across the generations. A recent RBC Wealth Management survey found there’s not a generation gap! Message me to learn more.

Did you know June is the perfect time for a financial checkup? Surveys have shown that a lack of emergency savings can have a negative impact on mental health, but small tweaks now can help you better plan for the future. I would love to schedule a check-in with you.

Uncertainty is temporary. Strength endures. At RBC Wealth Management, our foundation includes smart strategies, disciplined investing and personal relationships. We're here: steady, resilient and focused on helping you stay the course. Let's connect for what's next.

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If you would like to stay up-to-date with us and receive timely information in your Facebook feed, we invite you to visit and Like our Facebook page.