It's not just your money. It's your life.

Welcome

Together, my clients and I establish a partnership, based on trust and personal commitment, which enables us to focus on wealth accumulation, protection and preservation. I employ my years of experience to help enhance returns for my clients while assisting them in achieving their financial goals.

A different kind of inflationary environment

Eric Lascelles, chief economist for RBC Global Asset Management Inc., recently sat down with Global Portfolio Advisory Committee co-chair Jim Allworth to discuss the economic and geopolitical factors driving today’s surging inflation—as well as what investors should look for over the remainder of this year, and beyond. Read the full economic outlook in the latest edition of Global Insight.

Please contact me to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.

Latest Insights

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Why employee well-being should be at the forefront of every back-to-the-office strategy

Employees have been through so much during the pandemic, and the demands of work and life don't end just because we are now back in the office.

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