Let me help you grow more than wealth

Value Statement

I help create financial security and peace of mind for individuals and families. I accomplish this by creating and maintaining individual investment portfolios which are compatible with my clients' long term financial objectives. The primary component of my services is to guide my clients' behavior to produce a long term, real life successful financial outcome.

Global Insight Monthly

Global Insight Monthly cover - February 2025

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »

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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Latest Insights

calculator and tax form

What you can do to mitigate tax surprises every year

Professional advice is essential for complex financial situations—a tax surprise can hit at any time.

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