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 Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the 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

Woman checking stock charts

A market that costs a pretty penny

We discuss key factors that have pushed the S&P 500’s valuation back up to lofty levels and how investors should weigh this in the portfolio decision-making process.

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Let's start the conversation

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