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.

GI Monthly Cover October 2022Solar energy: Here comes the sun

A cheap and emissions-free technology, we shine a light on solar’s potential and how investors can look to tap into this growth opportunity. Read the full economic outlook in the latest edition of Global Insight Monthly.

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

Dry river bed

Receding liquidity exposes risks

The receding tide of monetary liquidity is exposing long glossed over financial vulnerabilities and systemic risks. In this environment, we expect financial markets’ volatility to continue.

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