Helping you grow more than wealth

J.D. Power 2020 Award#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and I am honored to work for a company that is committed to our clients and puts people first.

Women in transition

Women often have different financial needs, circumstances and opportunities than men, and can use the support and collaboration of a dedicated advisor during the uncertain times of transition.  Because of my own personal experiences, I have dedicated myself both professionally and personally to help and empower women to become financially literate and confident in making good financial decisions as well as to achieve their goals.

Specializing and working with women to help them navigate life's uncertainties has been my goal.  I help women plan for the expected and manage the unexpected. Contact me today to set up a meeting to discuss your goals. 

  • Planning for divorce and adjusting to life financially after divorce
  • Managing money in the Sandwich Generation
  • Moving forward financially after the loss of a spouse
  • Financial survival after a job loss
  • Planning for the financial impact of children
  • Buying, selling or refinancing a home
  • Negotiating salary, perks and bonuses
  • Caring for an aging parent


Write your personal retirement story

Access Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact me to help you prepare for your next chapter.

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

Learn more about the CARES Act

The Coronavirus Aid, Relief, and Economic Security (CARES) Act is the largest stimulus bill in American history. Learn more.

Want to discuss how this applies to your situation? Contact me for more information.

"The best way to measure your investing success is not by whether you're beating the market but by whether you've put in place a financial plan and a behavioral discipline that are likely to get you where you want to go." - Benjamin Graham