Let us help you grow more than wealth


Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

Welcome to my website!

I invite you to read more about me and my approach to wealth management. I encourage you to explore the wealth of information found in the Market Commentary. If you can't find what you need, please email or call me directly.  Feel free to share this site or any of my links with family or friends.  Finally, if there is any information you would like to see on this website, don't hesitate to let me know.

Value statement

I provide wealth management services to a clientele of high net worth families. I help them make more informed decisions about their money and the growth and protection of their assets and estate. My aspiration is to build lasting, meaningful relationships based on trust, integrity and superior client service. Guiding you through the stages of wealth with a plan and helping you to meet your financial goals is my number one objective. I recognize that preserving and growing wealth and income for my clients is extremely important, allowing me to become their top financial advocate.


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

Financial data display

Weaving the threads of U.S. equity outperformance

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

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