Let us help you grow more than wealth


Investment philosophy

In this global world, with so many investment choices, no one needs to go it alone. Being a part of a top financial advisor firm that educates you and guides you through the array of choices is my passion. Identifying your investment style, finding your comfort level and designing a flexible strategy that fits your needs is what will allow you to reach your goals and aspirations.

Gain financial flexibility

Be prepared for almost any financing need by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact me today to explore this smart, yet potentially untapped source of opportunity. 

Become a client

If you are not already a valued client, I invite you to experience the skill and dedication of a wealth management team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Bulletin Board

Latest Insights

Taking stock, Part 3: Yields and sentiment

May 26, 2020 | Sean Naughton, CFA

We continue to look at unique indicators and analyze what happens to the stock market as these readings are digested by market participants.

Read more
Man holiding his head in hands while leaning on a table

I’m not OK, and that’s OK: Encouraging open dialogue about mental health in the (remote) workplace

May 26, 2020 | RBC Wealth Management

Shareen Luze, head of HR at RBC Wealth Management, shares three ways leaders can help support the well-being of their teams.

Read more