Helping you grow more than wealth

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

Global Insights 2023 Outlook Cover December 2022Global Insight 2023 Outlook

The expected recession from an investment perspective. Read the full economic outlook in the latest Global Insight 2023 outlook.

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.

Jeff and Melissa

Latest Insights

Schlossbruecke bridge berlin at dawn - Global Insight 2023 Outlook Europe

Global Insight 2023 Outlook: Europe

Geopolitical conflict and an energy crisis dominate an environment of unusually high uncertainty.

Read more