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

GI Monthly

Midterm mindset seeping into the U.S. stock market

Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.

Read more in Global Insight Monthly

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

European flags in front of headquarters

Europe: Filtering out the noise

The European economy has been surprisingly resilient, though the European Central Bank (ECB) is alert to the risk of rising natural gas prices. Given the crowded political agenda ahead, we explore where political noise could create opportunities.

Read more