Let me help you to grow and preserve your wealth.

I am happiest when being charged with the task of helping my clients, friends, and family solve problems and establish a plan to achieve their goals.  Designing ways to grow and preserve their wealth, create income and save money in taxes are most rewarding to me.

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.

A new phase

The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.

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.

"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

Are you facing the college cash crunch?

For college and tuition expenses, or any other major purchases this summer, consider RBC Credit Access Line for flexible financing and immediate access to liquidity. This short-term, asset-based line of credit allows you to use your investments as loan collateral and borrow money instead of selling your securities. Contact me today to learn more.