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.


Funny money: Is the future of fixed income fixed expenses?

The sub-zero interest rate experiment has changed the way central banks fight recessions. And with central banks going deeper down the rabbit hole of negative rates, we look at how investors can navigate the upside down world of negative-yielding debt. 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.

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Latest Insights

Corporate earnings growth forecast: Tepid, but sufficient

Oct 18, 2019 | Kelly Bogdanova

Several factors are constraining corporate profits this reporting season, but modest earnings growth should keep markets advancing.

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Global Insight Weekly

Is another trade dispute coming?

Oct 15, 2019 | Frédérique Carrier

Posturing ahead of U.S.-China trade talks frayed investors’ nerves, while another trade bout could break out as the U.S.-EU tensions heat up.

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mother daughter looking at laptop

The shifting landscape of global wealth

Oct 08, 2019 | The Economist Intelligence Unit

Future-proofing prosperity in a time of upheaval.

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