American Rescue Plan Act of 2021

On March 11, 2021, President Biden signed the $1.9 trillion American Rescue Plan Act of 2021. The economic stimulus package follows in the wake of the $2.3 trillion Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020 and the nearly $915 billion stimulus included in the Consolidated Appropriations Act of 2021, passed in December 2020. The majority of the new provisions are for 2021 only and build upon aid measures Congress approved last year. Learn more.

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.

Write your personal retirement story

Access Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact me to help you prepare for your next chapter.

How RBC Wealth Management keeps you safe

A top priority for RBC Wealth Management is protecting the security of information we have about you. Our cybersecurity team is dedicated to maintaining security safeguards to protect you and allow you to have access to our services without interruption. Learn more.

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Latest Insights

Short-term uncertainty shouldn’t change the market’s long-term outlook

Jul 30, 2021 | Thomas Garretson, CFA

Markets weathered two key U.S. events this week. While each highlighted near-term uncertainty, it’s a reminder that what matters is the long term.

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Infographic of clipboard

The re-imagined bucket list: How to finance your dreams

Jul 30, 2021 | Frédérique Carrier

Did you know this about money management? Current retirees have travel goals, but younger generations are setting investing goals for experiencing new things.

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Infographic of stat with piggy bank and RBC Logo

Five steps for raising financially confident girls

Jul 28, 2021 | RBC Wealth Management

Start teaching basic investing when kids are around seven or eight years old. Parents can get started by examining their own beliefs and habits about money.

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