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 Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

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Each year thousands of veterans transition into the workforce, bringing unique skillsets and characteristics to non-military companies and nonprofits. Welcome veterans!

On Hire a Veteran Day, let’s welcome the thousands of individuals who transfer their skills from military service into civilian life and work.

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Even during volatile markets, staying invested over time has its rewards. Contact me to talk about consolidating your retirement assets at RBC Wealth Management and get a plan to help achieve your long-term goals.

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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

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A market that costs a pretty penny

We discuss key factors that have pushed the S&P 500’s valuation back up to lofty levels and how investors should weigh this in the portfolio decision-making process.

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Explore our Women's Workbook

Women and wealth workbook coverWe’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 women and wealth wealth insights guide