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

Rewriting retirement Cover imageAccess 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

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The numbers behind U.S. tariffs

Sep 26, 2025 | Joseph Wu, CFA

Collections from U.S. tariffs are surging. As legal uncertainty looms and costs gradually pass through, balancing resilient corporate fundamentals against policy risks remains crucial for portfolio positioning.

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Older couple sitting with their daughter in their living room looking at accounts on a tablet and discussing finances.

The Great Wealth Transfer and its impact on philanthropy

Sep 19, 2025 | RBC Wealth Management

By involving heirs in philanthropic decisions today, families can create a clear path for continuing their charitable legacy.

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Fed rate cut buys U.S. time, but no quick fix to debt

Sep 18, 2025 | Atul Bhatia, CFA

One clear winner from the Fed’s 25 basis point rate cut was the U.S. Treasury, which can roll over maturing debt at lower costs. Lower rates alone, however, are unlikely to make the country’s fiscal policy sustainable.

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