Tradition of integrity with a plan for the future


Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

Value statement

I help my clients become better investors through ethical financial leadership, backed by the strength of RBC Wealth Management. I deliver relationships, expertise, solutions and service based on a tradition of integrity and with a plan for the future.


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.

Jason and Melissa 

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Latest Insights

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Think you're too late for a 529 plan? Think again

Utilizing a 529 savings plan may be an effective tool to build a tuition nest egg, even if college is fast approaching for your child.

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