The best returns are more than financial

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.

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—–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.

Global Insight 2020 Outlook

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.


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.

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.

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