Let us help you grow more than wealth


Value statement

I believe that investors of significant means deserve unique expertise, individual attention and a dedication to understanding both the challenges and opportunities that come with substantial wealth. As your financial advisor, I strive to build a relationship with you so I fully understand your unique situation, regardless of whether you seek to protect or build your wealth, before making any financial recommendations.


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.

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.

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

Happy kids splashing in a pool

What happened to the “summer doldrums?”

Aug 18, 2022 | Kelly Bogdanova

We assess the market’s prospects in light of the recent a-typical summer rally.

Read more