Our mission is to help individuals and families create a roadmap for their financial journey so they can be empowered to make confident decisions and create the life they desire.
I provide financial guidance to wealthy families and women in financial transition through: client advocacy; investment expertise; and customized wealth management planning.
I am proud to have recently been featured in The New Yorker in a special feature addressing the top financial questions and concerns held by women at various stages of their lives.
Did you know that despite women playing a critical role in managing and transferring family wealth only 22% of women have a full wealth-transfer plan in place? At RBC Wealth Management, we recently took an in-depth look at 1,752 high net worth women to examine how they build their financial knowledge, manage their inheritance, prepare their financial affairs, and transfer their wealth to the next generation. Download our Women and Wealth Transfer Report to learn more.
As the countdown to Brexit ticks ever louder, what’s going on and how should investors approach this uncertain and volatile environment? Read the full economic outlook in the latest edition of Global Insight.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
As a financial advisor, it is gratifying to be recognized as a leader in your industry, because it means you are serving your clients well. I am proud to be a recipient of the following prestigious awards
November 4, 2017
Interest rates will … fluctuate; your investment strategy shouldn’t
November 6, 2017
My Wealth Link
October 30, 2017
Social Security: At a glance
October 20, 2017
Estate Planning Basics