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

Global Equity: Push & Pull

A more complicated picture for the next stages of AI development and renewed  geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.

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

Anchor

The earnings anchor

Middle East stress comes and goes, and could come back again. But corporate profit results and the earnings outlook tend to have a more enduring impact on U.S. stock market performance. We assess the earnings trends and future prospects.

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