Strengthening your financial security

Welcome to my website

As a Financial Consultant with RBC Wealth Management, my mission is to work closely with my clients to assess their goals and help create a portfolio that gives them the kinds of returns consistent with their own risk tolerance. I work closely with my clients during the accumulation, income drawdown and eventual distribution of assets phases throughout their life cycles.

I provide advanced investment strategies to individuals who are seeking positive investment returns during periods of high volatility. Utilizing all asset classes, I work closely with each client to create a portfolio that provides them with diversification, measured risk, and continual guidance and support. Utilizing the resources of the Firm, I help manage both the asset and liability side of each client’s balance sheet so that they can leverage our favorable lending rates, while investing in the wide array of products and services available to them through Royal Bank of Canada which was named the 10th safest bank in the world by Global Finance magazine.

Many of my clients have been with me for more than ten years, and I have established relationships with them, their children and their grandchildren to insure a smooth transition of assets at the appropriate time, while maintaining the ideals of the original investor.

Why investors choose RBC Wealth Management

There are thousands of investment firms to choose from, but investors pick RBC Wealth Management 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 helps to allow you peace of mind. Recently, RBC Wealth Management was ranked second in Investor Satisfaction by a leading global research firm.

With excellence in Equity and Fixed Income Research, global resources and a boutique approach to each client, we have become one of the most sought after brokerage firms in the United States.

Global Insight 2024 Outlook coverGlobal Insight Monthly

Market overview: A new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read the Global Insight 2024 Outlook »

How to protect yourself in the event of a data breach

Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Latest Insights

U.S. Capitol building

U.S. debt: Not living on borrowed time

As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.

Read more