Let us help you grow more than wealth

Value statement

I work with individuals and business to help achieve their financial goals. Everybody’s situation is different, and no one size fits all. The more we talk, the more I know what fits you. I also understand the value of personal service, and am committed to providing that to you. It’s what I would expect, and what you deserve. Our approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. Our process includes:

  • Understanding Your Financial Objectives
  • Gathering Your Current Financial Information
  • Developing Smart, Time-Tested Strategies
  • Implementing Thoughtful and Creative Solutions
  • Providing Timely, Ongoing Service

Global Insight Monthly

GI Monthly

Big Tech's AI expansion: From investment to scalable returns

The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.

Read more in 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.

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Latest Insights

calculator and tax form

What you can do to avoid tax surprises every year

Feb 23, 2026 | RBC Wealth Management

Tips to help prevent an unexpected bill during tax season—and strategies to consider if you receive one.

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