First Vice President - Financial Advisor - Senior Portfolio Manager - Portfolio Focus
For over two decades, successful entrepreneurs, executives, and retirees have sought my assistance to evaluate complex financial issues and provide innovative solutions integrating business, family and personal wealth planning strategies.
As a CERTIFIED FINANCIAL PLANNERTM my professional priorities are to:
Through this process of asking questions, defining priorities, and clarifying goals and values, I help my clients achieve, and maintain, their vision of success.
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.
February 20, 2019
Client Services and Offerings Brochure
July 20, 2021
March 18, 2021
Global Insight Weekly
October 4, 2021
July 7, 2021
Market Cycle Quilts
November 24, 2020
Year End Check List
With cities around the world facing increasing environmental pressures and infrastructure needs, the final article of the SusTech series focuses on metropolises that use high-tech solutions to manage the challenges of urbanization in the 21st century. As these Smart Cities enable urban sustainability, the companies and industries at the forefront of this transformation should see long-lasting channels of growth. Read the full economic outlook in the latest edition of Global Insight.
Access Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact me to help you prepare for your next chapter.