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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

senior father jogging with adult daughter

How to protect your aging parents from financial missteps

Feb 14, 2020 | RBC Wealth Management

While the potential for fraud or age-related diseases can't be eliminated, start the conversation now with your parents to mitigate the impact.

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Latest Insights

closeup medical hospital bill prescription medicine

Projecting the real cost of health care in retirement

Feb 14, 2020 | RBC Wealth Management

With seniors more active than ever – and with lifespans steadily increasing – maintaining good health as you age is a top priority. Yet, as the cost of care continues to rise, growing expenses may be a significant risk to other retirement goals.

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