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.


Uncertainty everywhere

We are downgrading our stance on equities to Underweight. At the same time, we lay out the developments we are watching for that could put us back in an environment where future rewards considerably outweigh near-term risks. 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

Market update: A very different kind of crisis

Apr 08, 2020 | Kelly Bogdanova and Christopher Girdler, CFA

Information about coronavirus impacts on RBC Global Asset Management's U.S. GDP estimates, and thoughts on equity and fixed income strategy.

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Latest Insights

The U.S. economy is exposed and vulnerable … what’s next?

Apr 02, 2020 | Kelly Bogdanova

We explore the economic scenarios that could unfold depending on the path the virus takes and the different ways the recovery could play out in 2021.

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Latest Insights

Stack of balancing rocks on still water

Breaking down the Fed’s response to the new coronavirus

Apr 01, 2020 | Thomas Garretson, CFA

The Fed is adding a new twist to its asset purchase program by buying corporate and municipal bonds. The question is, should investors do the same?

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