Expand your oppurtunities & simplify your life


Personal relationships. Customized strategies.

When you work with me, you’ll quickly discover that you are more than just a number. Your situation and financial goals are unique—and your wealth management plan should be as well. Working together, we will develop a strategy that focuses on your objectives and reflects your lifestyle expectations, cash flow needs, risk tolerance, and aspirations for your family and your legacy. Then I will design, build and implement a customized plan to help you reach those goals.


Emerging markets: A ripe climate

With safe and effective vaccines starting to emerge and the U.S. dollar notably weak, we look at the potential benefits of emerging market equities and bonds, particularly in Asia.  Read the full economic outlook in the latest edition of Global Insight.

Become a client

If you are not already a valued client, I invite you to experience the skill and dedication of our team built on integrity, client service and a spectrum of investment services for individuals, families, institutions and their wealth. Contact me today.

 

Latest Insights

Historical photo of members of WAFA (1996)

How a small group of female stockbrokers sparked a movement that continues 30 years later

30 years ago, a handful of trailblazing women came together to rise in a male-dominated industry. Today they are grooming the next generation of female leaders as our 300-member-strong RBC Wealth Management Women’s Association of Financial Advisors.

Read more

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