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.