Financial security doesn’t happen by chance

No matter where you are in life, or what your needs are, you can depend on our expertise to build a customized plan for your specific financial goals. Contact me today to learn more about our customizable solutions designed to help you strengthen your financial security.

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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We value giving back to our communities. Join us this GivingTuesday on Nov. 28 to support the charitable causes that matter most to you. www.givingtuesday.org

Want to help raise money-savvy adults? Contact me for financial literacy resources for youth, teens and young adults.

The Ultimate Yosemite Guide, from a National Park Aficionado

Located in the Sierra Nevada mountains of California, Yosemite offers visitors an enticing blend of natural wonders and outdoor activities.

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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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Preparing for retirement: Strategies for safeguarding your portfolio against common risks

Understanding the challenges will make it easier to plan for retirement without fear of outliving your assets.

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Women Wealth WorkbookExplore our Women's Workbook

We’ve created a practical guide designed to comprehensively assess your financial health and identify actionable steps you can take to build more confidence in your plans for tomorrow. The workbook also contains several hands-on worksheets you can use to write your own financial story.

Download the workbook

Please contact me to discuss your financial concerns and together we’ll work to give you confidence in your wealth plan.