Helping you grow more than wealth

How I serve you

I provide customized financial services supported by the broad capabilities of a global institution. Working with a limited number of affluential clients, I offer you and your family personalized attention for your financial life, now and for future generations.

I work with individuals, families spanning multiple generations, business owners, executives, nonprofits, and foundations. Using a goals-based wealth management approach, I put my clients at the center of every personalized strategy. Working with a team of specialists, I draw on the resources and insights of a global financial firm to create strategies that reflect your aspirations. I know that significant wealth brings complex challenges—and my experience, passion and perspectives can help simplify your life.

Global Insight Monthly

Global Insight Monthly cover - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read 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

Woman checking stock chart

Is the rebound for real?

May 29, 2025 | Robert Sluymer, CFA

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

Read more

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