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

Midterms, the market, and what matters

The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.

Read more in 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.

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Latest Insights

China

China’s economy in a time of uncertainties

Jun 05, 2026 | Jasmine Duan

The country has seen a new driver of exports, and it has not been affected by the Middle East conflict to the extent of many others. This article assesses China’s current economic performance and the equity market outlook for the remainder of 2026.

Read more