Retire from work – not life

Welcome to my website

I work with individuals and families developing comprehensive retirement plans. I develop savings plans to help grow wealth, income plans for clients close to retirement, and preservation plans aimed at protecting wealth for other family members. I offer a wide array of investment and insurance products to help my clients achieve their retirement planning objectives. In addition, I offer fee-based planning.To help me complete my work, I have the resources and support of a global firm with a small firm feel, providing me the freedom and flexibility to implement strategies and offer products best suited for my clientele.

What makes me unique is my intense focus on continued learning and professional development. My goal is for each client to have a high level of confidence and satisfaction that my knowledge and ability will lead to a successful plan for their future.

Write your personal retirement story

Rewriting retirement Cover imageAccess Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact me to help you prepare for your next chapter.

How RBC Wealth Management keeps you safe

A top priority for RBC Wealth Management is protecting the security of information we have about you. Our cybersecurity team is dedicated to maintaining security safeguards to protect you and allow you to have access to our services without interruption. Learn more.

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Latest Insights

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Iran war: De-escalating or escalating?

Mar 27, 2026 | Frédérique Carrier

The Middle East conflict has thrust energy markets into crisis. While diplomatic overtures have offered a glimmer of de-escalation, military buildups and strikes persist. We look at evolving strife, market risks ahead, and lessons history offers.

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Women, wealth and legacy: Three generations are redefining financial success

Mar 24, 2026 | RBC Wealth Management

Baby boomer, Gen X and millennial women are fundamentally changing how wealth is built, what it represents and how it can be used to create lasting impact.

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Central bank alphabet soup

Mar 20, 2026 | Thomas Garretson, CFA

The FOMC, BoC, BoE, ECB, RBA, and BoJ held policy meetings this week amid uncertainty caused by the Middle East crisis. While policymakers acknowledged that uncertainty, markets increasingly believe central banks may need to tighten policy rates.

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