Let us help you grow more than wealth


A time of transition

While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.

 

Welcome to my website

As your financial advisor, I am here for you; to use my experience, knowledge, and the resources of RBC Wealth Management to;

  • Help secure your financial future
  • Help reduce risk in an uncertain world
  • Help you leave a legacy for education and more to your children and beyond

You’ve worked hard, you’ve been successful. Now it’s time to turn your savings into investments that will work for you.


Investment philosophy

There are always opportunities! Don't let the headlines scare you. Volatility may not go away, yet even in unsettled times, there are solid investments and means to make your money work for you.

My aim is to lower your risk, reduce your tax burdens, and find investments that are working now. Different times demand different strategies. Let’s find the strategy that fits your style.

Creating a lasting legacy

It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.

Please contact me to discuss your present situation, discuss your retirement income planning or review your current investment portfolio in more detail.

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