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.

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

Global Insight Monthly

Global Insight Cover Image - Feb 2024The death of (traditional value)

Read the 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.

Seeing opportunity in challenges

Life is unpredictable, so we help you plan for the challenges that come your way. Like in the game of golf, seeing challenges as opportunities and remaining calm under pressure help drive success.

Contact me  to help you see things differently and tee up your financial goals.

Hiker overlooking a long view

Trend & cycle: The long view
Read more (T&C Long View)

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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