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 2024 Outlook coverGlobal Insight Monthly

Market overview: A new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read the Global Insight 2024 Outlook »

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

U.S. Capitol building

U.S. debt: Not living on borrowed time

As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.

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