Let us help you grow more than wealth

Personal relationships. Global resources.

I work with individuals, families and businesses to work comprehensively on investment, retirement, estate, and business planning needs. I bring continuity to generational planning and allow for a collaborative effort to address all of my clients' needs. I strive to simplify the wealth management process by aligning my clients’ long-term goals with suitable investment strategies – with the ultimate goal of providing our clients with long-term financial security and peace of mind.

With the backing of the network of wealth management professionals and the services offered by RBC Wealth Management, my clients receive the focus and expertise they need to address their unique financial circumstances.

Global Insight Monthly

The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

With change comes questions

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

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, please contact me.