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

Global Insight Monthly NovemberWill AI generate long-term equity performance?

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

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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

Frédérique Carrier and Kent McClanahan

Audio commentary – Worlds Apart: The chip industry's reshoring revolution

Nov 29, 2023 | Frédérique Carrier and Kent McClanahan, CFA

Frédérique and Kent discuss how current geopolitical shifts are impacting the semiconductor industry, and what opportunities may emerge for investors.

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