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

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More income ahead for fixed income markets?

Jan 15, 2021 | Thomas Garretson, CFA

Fixed income investors will largely have to play defense this year as bond markets try to work their way through to a more normal yield environment.

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Webb Simpson

At home with RBC: Tips from Team RBC

Jan 13, 2021 | RBC Wealth Management

Webb Simpson, Team RBC Ambassador and PGA tour pro, shares techniques and tips to help you improve your golf game.

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Brexit: What can investors expect going forward?

Jan 08, 2021 | Frédérique Carrier

The free trade agreement between the EU and UK brings relief and challenges. We take a close look at the agreement and potential impact for investors.

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