Let me help you grow more than wealth


 

My mission

I believe my clients have earned the right to have a financial advisor who provides planning, oversight and scrutiny for every aspect of their financial affairs. This is my primary objective for everyone I work with. Without this, you have stress and worry — which can impact your overall happiness, contentment and ultimately your health. I do everything I can to actualize that reality. I believe this is necessary to provide you with the comfort and security you deserve: knowing that we are looking after your wealth preservation and growth

Be cyber aware

In today's digitally connected world, not everyone is who they claim to be. That’s why we are committed to helping our clients learn how to protect themselves and their data. Learn more.

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.

Protect what’s important to you

Your needs for financial protection are an ever-changing story. Now is a great opportunity for us to discuss how we can strategize your wealth planning for today’s and future generations. Between life, long-term care, and disability insurance options, you have several ways to protect your legacy for your loved ones. Contact me today to review which insurance options are appropriate for you and your family.

Prepare for the unexpected

When unforeseen or sudden events happen, whether it’s a business opportunity, a family emergency or even a natural disaster, consider an RBC Credit Access Line, through the Royal Bank of Canada, for flexible financing and immediate access to liquidity when you need it most. This short-term, securities-based line of credit allows you to use your investments as collateral and borrow money instead of selling your assets. Contact me today to learn more about RBC Credit Access Line and be prepared for the unexpected.

 

Global Insight Monthly

Global Insight Cover Image - June 2024Longevity: Cracking the aging code

Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing investments.  Read the Global Insight Monthly »

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Global Insight Monthly

Global Insight Cover Image - June 2024Longevity: Cracking the aging code

Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing investments.  Read the Global Insight Monthly »

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Four Takeaways from “The Rising Influence of High-Net-Wealth Women in Philanthropy” | Arabella Advisors

Embrace your potential as a female change maker with these tips: https://www.arabellaadvisors.com/blog/four-takeaways-from-the-rising-influence-of-high-net-wealth-women-in-philanthropy/

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There were 2.6 million fraud reports to the FTC in 2023. Take action during Fraud Prevention Month to help prevent money scams. https://docs.rbcwealthmanagement.com/us/0433-fraud-scam-recovery-guide.pdf

Mental Health America: Giving a Voice to an Often-Unspoken Crisis | NPTrust

“What I really appreciate about DAF donors is their intention to make investments in the world. There’s clearly a change they want to see or a narrative they want to be a part of.” How can donor-advised funds help you create a meaningful impact? Read more: https://www.nptrust.org/philanthropic-resources/philanthropist/mental-health-america-giving-a-voice-to-an-often-unspoken-crisis/

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