Personal relationships. Global resources.


I am proud to have been featured recently by Forbes and invite you to read “Pro Athletes: How To Navigate Short Careers, Long Retirements”. While the article focuses on the fiscal challenges of being a professional athlete, I find the same issues facing other clients who come into wealth suddenly or early in their careers. Please contact me to discuss how I can help you prepare for a long retirement.


Working with you

We are committed to helping create financial security and peace of mind for individuals and their families. We accomplish this by combining a high level of service with state of the art investment solutions designed to help clients achieve their goals. Investors benefit not only from a customized approach to long-term goals, but also by being involved in the decision making process. Built on a foundation of trust and satisfaction, it is this partnership that allows our clients to maintain a strategy though various market cycles.

How would a Biden blue wave impact sectors?

The U.S. government moves more like a lumbering supertanker than a speedboat that can suddenly veer off in new directions. Yet a Democratic sweep of the White House and Congress, were that to be the election outcome, would bring with it some key policy changes. We look at how this scenario could affect different market sectors and subsectors, and identify which of these could be the winners and losers. Read the full economic outlook in the latest edition of Global Insight.

Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation, please contact me.

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Latest Insights

How could the UK’s Brexit strategy affect investments?

Sep 25, 2020 | Frédérique Carrier

The UK risks a no-deal exit from the EU, and the path to a trade agreement with the U.S. is unclear. How should investors position for the future?

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Volunteers delivering food.

Helping communities heal after the death of George Floyd

Sep 21, 2020 | RBC Wealth Management

RBC Wealth Management – U.S. employees in Minneapolis and throughout the country are working together to help our communities heal.

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