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.

Global Insight Cover (man looking at finances on ipad)

As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the 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

Summer events shaping the outlook for the UK and Europe

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

Read more

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If you want to discuss your portfolio or have financial questions, please fill out the below form.

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