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.


Global Insight 2020 Outlook

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.

 

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.

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Latest Insights

Feature image photo of businessman

The Fed’s “insurance” cuts look set to pay off

Dec 13, 2019 | Thomas Garretson, CFA

The Fed thinks its rate cuts will reduce economic uncertainty and a phase one trade deal appears at hand. Will either shift the investing landscape?

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Latest Insights

bride and groom holding hands on wedding day

Plan your children’s destination wedding without derailing your retirement plans

Dec 10, 2019 | RBC Wealth Management

Luxury destination weddings can create lasting memories, but they also present special challenges for planning, especially when it comes to finances.

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Latest Insights

mature man using laptop in the kitchen

Five strategies for taking your required minimum distributions

Dec 10, 2019 | RBC Wealth Management

Here are five strategies to help high-net-worth individuals navigate required minimum distributions and protect their financial legacy.

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