Strategy. Execution. Success.

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.

Prosper US cover image

Read the latest stories from the women of RBC in Prosper•US

The Fall 2024 issue of RBC Wealth Management’s Prosper·US magazine is filled with inspiring stories for and about women. Read how our firm goes to bat for female athletes, our commitment to fraud and scam prevention and how one colleague’s ski patrol journey helps her maintain joy on the slopes and in the office. Plus, find tips to handle changes that may affect tax planning, health and wellness resources, and more. 

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.