Hope…is not an investment strategy


Value statement

I help high net worth individuals and their families create, preserve and transfer wealth. I work with my clients to help them formulate goals, develop strategies and identify financial solutions that help them realize their objectives.


Global Insight Monthly

Global Insight Cover Image - Feb 2024Four for 2024: Key things to know about U.S. Elections

Read 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.

Latest Insights

Woman examining plant while holding a laptop

Sustainability 101: An investor’s guide to why these buzzwords matter

Understand common strategies within the responsible investing and sustainability space and how they could impact your portfolio.

Read more

Bulletin Board