Helping you grow more than wealth

My primary focus is working with high-net-worth individuals, family offices, corporations and select money managers.

During my 20-year career in financial services, I have developed a deep understanding of global markets, as well as portfolio construction. My portfolios consist of individual stocks, bonds, option overlay strategies and alternative investments. Every client has different objectives, so I tailor customized portfolios for each individual and family. While portfolios may differ, each one’s core structure starts with income-generating securities, which I believe is paramount to successful long-term investing. No matter your age or risk tolerance, I take the time to understand your financial needs and goals. By doing so, I can design a portfolio to meet your long-term objectives.

While my primary focus is portfolio creation, I also assist clients with all aspects of wealth management, including personal banking. When you choose to work with me, you have access to tax and wealth strategists, insurance consulting, as well as all of the benefits you expect from a world-class private bank. Personal and business credit lines, commercial banking, and equipment financing (including jet financing) are just a few services available to my clients.

Why investors choose RBC Wealth Management

At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity and reliability.

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

Latest Insights

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Weaving the threads of U.S. equity outperformance

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

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