Helping you grow more than wealth

Value statement

We all have worries in life, and finances are one of them.  You may ask yourself the following:

  • Am I saving enough?
  • Am I on track to retire?
  • Will I run out of money?
  • What are my goals?
  • How do I achieve financial stability for me and my family?
  • Am I properly insured?
  • What will happen to my family if I die?
  • Are my assets protected?
  • Do I have a proper Will/Trust, do I need estate planning services?
  • If I own a business are there things I can take advantage of?
  • Will my financial situation allow me to live the lifestyle I want?

These are just some of the questions you may be asking yourself.  Because of busy lifestyles we generally do not give enough time to plan out one of the most crucial aspects of our lives, our future.  I have a process that answers all of these very important questions and creates a roadmap to retirement success.  By working through the process together we can relieve stress you may be feeling about your future. 

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

Read GI Monthly »

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

Elderly woman looking at her smartphone

How to help a senior family member who's been a target of financial fraud

Seniors are frequent targets for scammers. Here's how to empower and support those who've experienced financial exploitation.

Read more

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields