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

GI Monthly

Midterm mindset seeping into the U.S. stock market

Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.

Read more in Global Insight Monthly

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.

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Latest Insights

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Beyond stablecoins: The tokenization story

Sep 10, 2026 | Atul Bhatia, CFA

Interest payments on stablecoins dominate policy discussions, but in our executive summary of Bridging worlds: Tokenization connects digital and physical assets, we discuss why investors need to focus on the process, not the product.

Read more