First Vice President - Financial Advisor - Portfolio Manager - Portfolio Focus
For almost two decades, affluent individuals and families have sought my assistance in addressing seemingly overwhelming wealth management planning issues. To help my clients achieve, and maintain, their vision of success, I help them:
Through the process of asking questions, defining priorities, and clarifying goals and values, I strive to give my clients increased comfort and clarity of direction toward achieving their financial and lifestyle goals. As part of my comprehensive wealth management planning, I often coordinate a team of professionals to help implement appropriate strategies to assist in meeting my clients’ goals. I also collaborate with your existing team of professional advisors throughout the course of our relationship.
As a CERTIFIED FINANCIAL PLANNER™ professional, I provide these comprehensive wealth management strategies for successful entrepreneurs, executives, and retirees.
At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.
Thank you for trusting me as your wealth management partner. My commitment to you goes beyond sharing my knowledge and experience. If you are not currently a client feel free to contact me and set up a meeting.
June 11, 2018
March 31, 2018
Market Cycle Quilts
June 15, 2018
Global Insight Weekly
April 10, 2018
The yield curve has reliably flagged the approach of U.S. recessions well in advance of their arrival. The next one is still some distance away, as the curve is probably a year or more from giving such an “early warning” signal. Read the full economic outlook in the latest edition of Global Insight. Read the full economic outlook in the latest edition of Global Insight.
No matter what you want your money to help you accomplish in life, planning for health care expenses in retirement is essential. Download Taking Control of Health Care in Retirement to learn more about the steps we can take together to help you prepare for a long, happy—and healthy—retirement.
What will the new tax law mean for your portfolio? Browse our expert commentary from the RBC Wealth Management Global Portfolio Advisory Committee to learn about potential economic impacts as well as how equity and fixed income markets domestically and internationally are expected to respond.