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.


A new phase

The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. 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

Credit market checkup

Sep 13, 2019 | Thomas Garretson, CFA

The number of U.S. companies losing their investment-grade status has been in decline for years, but amid rising recession risks, is a wave coming?

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two men working on a project together at home

For high-net-worth investors in America, planning is key to confidence in financial goals

Sep 12, 2019 | The Economist Intelligence Unit

Ensuring long-term financial well-being in the face of economic uncertainty.

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young businesswoman working in modern office

The Millennial wealth plan: Four keys to your future

Sep 12, 2019 | RBC Wealth Management

Millennial investors in the U.S. say growing their wealth is a top priority. Here are four tips for getting started with a wealth plan.

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