Retirement is your next long-term venture

You've spent a lifetime discovering your passions. Retirement is your opportunity to pursue them, more than ever, with the ones you love. At RBC Wealth Management we’ll help you prepare financially for the retirement you envision. Because we believe, as you do, that the greatest returns are realized when you grow more than wealth. Contact me today to discuss what sets us apart and to learn how we can be of service to you.

Strategy. Execution. Success.

Proud to be part of a AA- company

I am pleased to announce that our parent company, RBC, received the Standard & Poor’s investment grade rating of AA- which indicates a “very strong capacity to meet financial commitments.” This is the second-highest rating possible and is an example of our commitment to always maintaining the highest standards possible for our clients. Please contact me today to learn more about how we can put the strength of RBC to work for you.

Value statement

I work with not-for-profit organizations and select individuals to address their unique needs. By focusing on long-term relationships, advocating a consultative, rather than a transaction-oriented approach, I am able to provide my clients with exceptional service and an unbiased, independent perspective to help them achieve their investment objectives and financial goals.

Investment philosophy

I use a disciplined three step approach to investing which provides a structure for reaching a consensus by the Board of Directors on investment policies and measuring progress towards meeting an organization’s investment objectives.

Become a client

If you are not already a valued client, I invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

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