Let me help you grow more than wealth

 

Value Statement

I specialize in financial planning and investment management for clients seeking market performance coupled with sustainable and social impact.

Financial planning ensures that your money goals align with your life goals. The planning process begins with a candid discussion about your motivations, values, and priorities. Together with RBC’s internal team of CERTIFIED FINANCIAL PLANNER™ professionals, I then consolidate all of the information in your financial life to deliver a clear picture of where you stand today, an analysis of the risks and opportunities we see for you, and a recommendation of solutions tailored to your situation. I am pleased to make available investments that integrate your financial objectives alongside Environmental, Social, and Governance (ESG) objectives, a strategy that can help lower risk, increase returns, and support a better foundation for society.

Once you’re comfortable with the direction of your plan, I then implement and execute, optimizing your financial life and giving you peace of mind that you’re on the right track. I will continue to monitor your investments, stay on top of your financial commitments, and recommend adjustments, speaking with you regularly to ensure we remain in sync and on target.

My services are based on a dynamic approach to financial planning that is designed to evolve along with your life. Children grow up, our parents get older, we buy or sell homes, change jobs, retire, and decide to start or sell a business — all of these transitions bring new financial risks and opportunities. When you need personal, informed advice for any decision in your financial life, I'm just a phone call away. RBC has been helping clients manage wealth for more than a century, and I look forward to putting my expertise at your service as we work together to help you achieve your best future.

Why investors choose RBC Wealth Management

At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity, independence and reliability that allows you peace of mind.

Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized, objective advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore my website to learn more about our customizable solutions designed to strengthen your financial security.

Let's start the conversation

If you'd like to discuss anything you learn about here in more detail, please fill out the form below.

*Required fields

Latest Insights

Chinese and American flags

Trade war fears and volatility cast shadows of doubt over financial markets

May 17, 2019 | Tom Garretson and Frédérique Carrier

There’s more to the equity pullback than trade fears. Meanwhile, China’s threat to dump Treasuries is much ado about nothing.

Read More
Workers in a Chinese auto assembly plant

U.S.-China tariff threats bring turbulent trade winds

May 09, 2019 | Laura Cooper

We look at the likely fallout for the economy and explain why a constructive yet vigilant position toward equities is warranted.

Read More
soccer goalie blocking shot

Defense mechanisms for U.S. equity portfolios

May 02, 2019 | Kelly Bogdanova and Jim Allworth

How investors can use the recent rally as an opportunity to take a more defensive posture by upgrading the quality of U.S. equity portfolios.

Read More