Retired at 62 & gone by 72...not anymore.


My holistic approach

Helping to create financial security and peace of mind for individuals and their families through detailed analysis and understanding of their needs and goals is paramount to our business. We tailor our investing to each individual and do not believe that “one size fits all”. We focus on providing a high level of service and ongoing communications with our clients.


Value statement

Life's transitions, such as getting married, having children, paying for college and retirement can often make for uncertain times. And retiring at 65 with the real possibility of living another 30 years can raise the concern "will I outlive my money"?

While many in this industry focus on the portfolio, we focus on what YOU want to achieve in your life - then we put the pieces of your financial puzzle together.

The finished product is a concise, understandable wealth management plan that helps you enjoy life, and worry less about finances.

We accomplish this with the help of my RBC Wealth Management team of professionals, including our Wealth Strategist, Insurance and Trust Professionals and others.


Global Insight Monthly

Global Insight Monthly NovemberWill AI generate long-term equity performance?

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

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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.

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Looking back, looking ahead – with guarded optimism

We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.

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