First Vice President - Financial Advisor - Portfolio Manager - Portfolio Focus
For almost 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
April 12, 2019
Global Insight Weekly
January 2, 2019
April 17, 2019
January 25, 2019
Market Cycle Quilts
Investors should pay attention to how climate change is changing the investment climate as economic activity could be impacted, as well as investment returns. It’s not all bad news as climate change may also offer new opportunities. 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.