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.


#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and I am honored to work for a company that is committed to our clients and puts people first.

Like golfer Dustin Johnson, at RBC we deliver because we see things differently.

Write your personal retirement story

Access 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

At home with RBC: Wine wiz

Nov 24, 2020 | RBC Wealth Management

Andrea Robinson, world-renowned master sommelier, former dean of the French Culinary Institute and the winner of three James Beard Awards, shows you how to taste wine like a pro.

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At home with RBC: Smoking meat 101

At home with RBC: Smoking meat 101

Nov 22, 2020 | RBC Wealth Management

Justin Sutherland, chef and owner of the Handsome Hog restaurant, shares tips and tricks for smoking a variety of delicious meats at home.

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Pointers for flower arrangements for decorating your home.

At home with RBC: Dinner party floral design

Nov 22, 2020 | RBC Wealth Management

Jeff Leatham, world-renowned florist and artistic director of The Four Seasons Hotel, Paris/LA/Philadelphia, shares his pointers on flower arrangements for decorating your home.

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