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.


Europe: Green shoots wilt

Tariff disputes, Brexit uncertainty, and political tensions are casting shadows over the green shoots of Europe’s anticipated economic recovery. We provide an investment-focused overview and discuss our decision to downgrade European equities. 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

Stocks and bonds both rally: Satisfying investors’ sweet tooth

Jul 19, 2019 | Laura Cooper

Investors have felt the rush of a sugar high in 2019 with positive returns in stocks and bonds. But they should position for when the sugar rush ends.

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After the fireworks: Muted outlook for corporate earnings growth

Jul 15, 2019 | Kelly Bogdanova

We expect lackluster corporate results in the second half of 2019, but believe the market can work through earnings doldrums.

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family with kids resting on yacht adventure travel

Luxury travel trends and tips for high-net-worth families

Jul 04, 2019 | RBC Wealth Management

Experiential travel is a growing trend for high-net-worth families. Learn how to create a financial plan that meets your family’s needs.

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