Times may change. Commitments don't.

I provide long-term wealth management planning for individuals and their families to help achieve financial security and independence. Through a comprehensive approach to managing wealth, I address my client’s current specific needs as well as their future goals.


Global Insight Cover (man looking at finances on ipad)

As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.

Estate planning

After a lifetime of hard work and careful investing, you may want to share your wealth with loved ones and causes that matter most to you. You may also want to try to avoid estate taxes and expenses that could take a significant bite from your financial legacy. 

Estate planning is extremely important for life and death. It enables individuals to help control their assets, maintain their lifestyle, plan for incapacity, provide for loved ones, and avoid probate, court costs and attorney fees. 

Don’t put off until tomorrow what should be done today. Contact me today to discuss the potential benefits of estate planning for you and your family.


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

Summer events shaping the outlook for the UK and Europe

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

Read more

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Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

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