Approach to wealth management

Focusing on the big picture allows us to help clients develop investment plans that endure over time. Each one of our clients has a different goal, and a different set of criteria that guide their investment philosophy. We strive to help them achieve their goals, sharing the most up-to-date investment information so that they can make the best investment decisions.

As someone who specializes in fixed income and cash flow, Steve works comprehensively with our clients’ wealth management plans. We help to lead our clients through the wealth management process from accumulation to consolidation to distribution, all the while focusing on the preservation of assets and utilizing the full resources of RBC Wealth Management.

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Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.


Wealth Management Consultant


Echelon Wealth Strategist


Trust Consultant