Our most treasured asset is our clients’ trust


How we work

I help high net worth individuals and their families achieve their financial goals by creating and implementing comprehensive wealth management plans that focus on accumulating, protecting and transferring wealth. I customize my approach to help meet the individual needs of every investor. Clients are provided with important concepts needed to help them achieve their investment objectives while at the same time positioned to minimize risk. The key component of my service is comfortability. My clients must have a level of comfort that helps ensure peace of mind and confidence that their portfolios are positioned to achieve their long-term investment objectives. Clients must be at ease with my oversight of all the tasks entailed in the supervision of their portfolio. Use of advanced investment planning techniques, along with the willingness to work in conjunction with a client’s tax or legal advisor, provides the framework for a well organized approach to investing.


President's Council

I earned President's Council membership for outstanding achievement among RBC Wealth Management leaders consecutively in 2012, 2013 and 2014.


A U-turn for the auto sector?

It wasn’t that long ago that the auto sector was on an open road to the car of the future. But will the gauntlet of potholes left by COVID-19 cause the sector to swerve? Where is the auto sector going from here, and what does that mean for the prospects for autonomous and electric vehicles?
Read the full economic outlook in the latest edition of Global Insight.

 

It's all about staying connected

Thank you for trusting me as your wealth management partner.  My commitment to you goes beyond sharing my knowledge and expertise.  I am also committed to consistent and valuable communication, because it's essential to a partnership.  This website will never take the place of our direct communication, but I think it can serve as a helpful supplement to make sure the information you need is always at your finger tips—from your account activity to the latest market commentary.  I see it as one more way for us to stay connected.

Latest Insights

Why investors shouldn’t be spooked by Q2 earnings

Investors should widen their range of vision, and look at the contours of the economic recovery and how earnings estimates for 2021 shake out.

Read more

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