Helping you grow more than wealth

How I serve you

I help my clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets and economy, and a thorough knowledge of the various aspects of the investment planning process, I have dedicated my career to delivering the personalized wealth planning services my clients deserve.

Global Insight Monthly

Global Insight Monthly NovemberWill AI generate long-term equity performance?

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

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Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Jo Ann and James

Latest Insights

Oil field

How an ESG integrated portfolio can own oil, alcohol and tobacco

Can you own oil, alcohol, and tobacco in an ESG integrated portfolio? Yes. With ESG integration, there are no exclusions or screens.

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