Helping you grow more than wealth

A personalized approach to investing

With over 50 years of combined experience, we help our clients realize life goals and dreams through smart, disciplined financial and investment strategies. Every solution is tailored; there is no one-size-fits-all approach here. Beginning with an initial consultation, we take the time to thoroughly understand your needs. Only then do we make recommendations to help you confidently navigate to, through and beyond retirement in this ever-changing world.

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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I am excited to announce that I am now a Vice President with RBC Wealth Management because of my understanding of investment solutions and dedication to client service. Thank you to our clients for entrusting our team, and we look forward to continuing our relationship in the future.

It’s time to wrap up and pin down all the milestones you achieved this year. Keep your WealthPlan on track for the new year. Contact me for help.

If your parents are 73 or older, have they taken their RMDs? The deadline is quickly approaching. Schedule a meeting so we can explore their options.


Discover your Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC Wealth Management accounts - along with your accounts at other financial institutions you choose to add-all in one convenient place.

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We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

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Latest Insights

Woman computer finances

Financial health and wellness - a reality checkup for the new year

Want better financial health in the year ahead? Focus on these four things.

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