Helping you grow more than wealth

My mission

My mission is to provide innovative investment solutions and counsel to select individuals and their families. I advise, guide and motivate my clients to implement strategies that help simplify their lives, as well as grow and preserve their capital. I work in concert with my clients’ other advisors, such as Certified Public Accountants and attorneys, to formulate customized and comprehensive strategic life solutions. 

My expertise is acting as your primary financial advisor. In this role, I coordinate with all of your other professional advisors to ensure that your wealth management plan supports all of your long-term financial goals. I have a long history of going the extra mile for my clients and will be tireless in my pursuit to gain and keep your trust and satisfaction.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

Global Insight Cover (man looking at finances on ipad)

As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of 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

Summer events shaping the outlook for the UK and Europe

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

Read more

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields