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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.

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Latest Insights

Feature image photo of businessman

The Fed’s “insurance” cuts look set to pay off

Dec 13, 2019 | Thomas Garretson, CFA

The Fed thinks its rate cuts will reduce economic uncertainty and a phase one trade deal appears at hand. Will either shift the investing landscape?

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Latest Insights

bride and groom holding hands on wedding day

Plan your children’s destination wedding without derailing your retirement plans

Dec 10, 2019 | RBC Wealth Management

Luxury destination weddings can create lasting memories, but they also present special challenges for planning, especially when it comes to finances.

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