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.


Buying power: Will the U.S. consumer continue to drive growth?

With wages rising and a tight job market, we look for a healthy U.S. consumer to underpin continued economic growth in 2020. 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

Do trade deals erase concerns for economies and markets?

Jan 24, 2020 | Frédérique Carrier

The shifting trade winds have not blown away uncertainty, and we look at how this all shapes the investment landscape.

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Latest Insights

Is the Fed behind the recent rally in U.S. stocks and corporate bonds?

Jan 21, 2020 | Thomas Garretson, CFA

The record run for stocks has coincided with the expansion of the Fed’s balance sheet. Are risk asset rallies being fueled by the Fed or fundamentals?

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Latest Insights

Equities and the U.S.-Iran conflict

Jan 10, 2020 | Kelly Bogdanova

We look at why it’s not too surprising markets were not overly rattled by the U.S.-Iran saber-rattling, and why we’re still constructive on equities.

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