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

GI Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Read more in 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.

Bulletin Board

Latest Insights

Currency exchange tickers

The U.S. dollar in transition: Cyclical volatility meets structural shifts

The greenback’s volatile year underscores the interplay between cyclical drivers and longer-term valuation challenges—factors that could have implications for global equity leadership.

Read more