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.


Will political turbulence roil equities?

As Washington grapples with the possible impeachment of President Trump, we look at the potential implications for equity investments. Market performance during past presidential scandals, and the views of institutional investors, suggest economic fundamentals will likely outweigh political drama. 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

Can the UK general election break the Brexit impasse?

Nov 15, 2019 | Frédérique Carrier

While there is light at the end of the long Brexit tunnel, there are various outcomes from the UK general election for global investors to consider.

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Latest Insights

U.S. equity rally: Is this the start of something bigger?

Nov 08, 2019 | Kelly Bogdanova

Is this a fleeting acceleration, or do equities have the right stuff to see them through any potential choppiness and facilitate a further advance?

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Latest Insights

cloudy skies loom over the presidents private balcony at white house

Impeachment and investments: Will political turbulence roil the equity market?

Nov 04, 2019 | Kelly Bogdanova

We look at the potential implications of impeachment for equities, based on past market performance and the views of institutional investors.

Read more