Let me help you grow more than wealth

How I serve my clients

I help individuals and families achieve their financial goals by creating and implementing a personalized investment strategy that focuses on accumulating, protecting and transferring wealth.

My process

My approach integrates your objectives into a personalized plan that can be updated as life changes occur. I combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. My process includes:

  • Understanding your financial objectives — I begin by listening to understand you and your financial objectives.
  • Gathering your current financial information — Together, we gather specific information on your financial picture.
  • Developing smart, time-tested strategies — Next, I analyze your financial and personal information to match your objectives with sound strategies.
  • Implementing thoughtful and creative solutions — I develop customized solutions tailored to your objectives, drawing from a wide selection of worldclass products and services.
  • Providing timely, ongoing service — We regularly review your situation to help ensure your financial objectives are being met.

Global Insight Cover (man looking at finances on ipad)

As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.

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.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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Latest Insights

Summer events shaping the outlook for the UK and Europe

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

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