Helping you grow more than wealth

How I serve you

I provide high-net-worth families, business owners and individuals with a tailored approach to address their complex financial needs using both private and public investment solutions. The goal of my customized approach is to help address current financial needs my clients have, striving to achieve long-term asset protection and family legacy plans. My work is done on the basis of transparency and with a commitment to achieving client satisfaction.

Global Insight Monthly

GI Monthly

Building on a narrow base

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

Read more in Global Insight Monthly

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.

Latest Insights

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Big Tech’s AI expansion: From investment to scalable returns

AI investment has more runway ahead, in our view. A shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying beyond Big Tech to capture broader opportunities.

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