Let us help you grow more than wealth

Value statement

“You are better off following the flow of the market than trying to impose your will on it”
My mission is to utilize the best people and resources available to help meet each of my clients’ needs. My objective is to educate clients on managing portfolio risk and assist them in implementing investment programs that incorporate multiple asset classes. I provide advanced investment strategies to businesses, foundations and individuals who are seeking positive investment returns during periods of high volatility.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Customized solutions for business owners

As a business owner, you have a complex financial life. Each day you have to balance the demand to grow your business with making sound financial decisions for your company and your family. And with a significant portion of your personal wealth most likely concentrated in your business, you need a personalized plan that will work for you. That’s why at RBC Wealth Management, we offer a set of business owner solutions that can be customized to meet your needs. Whether you are dealing with issues like cash management, retirement plans, personal investments, or business succession planning, I am committed to working with you, your business and your family in a way that simplifies your decisions and your financial life. Contact me today to discover how I can be of service to you.

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.

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Latest Insights

College aged woman studying on floor with computer.

Think you're too late for a 529 plan? Think again

A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.

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