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.


Tools of the trade war

RBC Global Asset Management’s chief economist surveys the state of the trade war. He points to the potential escalation in the tech realm as a key front to watch, explaining why the U.S. is targeting China’s high-tech capability. Read the full economic outlook in the latest edition of Global Insight.

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.


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.

Bulletin Board

Latest Insights

American flag with trend chart

Interest rates: the fast and furious Fed?

Jun 21, 2019 | Tom Garretson, CFA

Central banks appear willing to cut rates to sustain growth, and we look at the potential impact on equities and fixed income investments.

Read More
Cashier counting cash

Can monetary policy extend the global economic cycle?

Jun 14, 2019 | Laura Cooper

As investors temper their optimism with caution, we look at monetary policy and what central banks could do to prolong the economic expansion.

Read More
NAFTA graphic

Trading mixed signals

Jun 07, 2019 | Patrick McAllister, CFA

The status of NAFTA’s successor is clouded by the White House’s latest tariff threats. We examine the hurdles to ratification and impact on equities.

Read More