Let me help you grow more than wealth

Life can be challenging. Work, family, children and social responsibilities can absorb your time and emotional energy, leaving you ill-equipped to take on more. And, making financial decisions can seem overwhelming.

I have learned that by taking the time to simply sort out my clients’ financial goals, identify their priorities, create a plan and then take action, my clients begin to feel more in control of their financial situation and, as a result, their lives.

My value to you

My true value as your financial advisor is to:

  • Create an environment where you feel understood
  • Guide you in your desire to address your financial goals and challenges
  • Help you become more confident in your financial affairs

My clients come to me with many questions and concerns:

  • Will we have enough money to retire comfortably?
  • How do we become more confident making financial decisions?
  • How much can we help our children financially without hurting ourselves?
  • Who can we trust to help us plan for our future?

I help answer those and many more questions by first fully understanding my clients’ financial picture and creating a vision of their future with a customized plan. Each and every investment we make has a purpose and is aligned with their investment goals.

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

A group of people talking at a table

Redder: Updating our U.S. Recession Scorecard

Midway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.

Read more

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

Global Insight Monthly

Global Insight Cover Image - June 2024Longevity: Cracking the aging code

Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing investments.  Read the Global Insight Monthly »