Our most treasured asset is our clients’ trust

Welcome to my website

My job is to help you understand your financial situation.
I want you to focus on life, I’ll take care of the financials. 

 

Mission statement

To provide sound investment advice, communication and an exceptional level of personal service.

 

Misplaced high anxiety over interest rates

Don’t let angst about the potential for higher rates cloud the reality that a low rate environment should be with us for some time. (Click here to read)

Creating a lasting legacy

It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.

Coronavirus: An outbreak of uncertainty

As new clusters of coronavirus cases pop up around the world, an outburst of volatility and concerns are running through markets. RBC Global Asset Management’s Chief Economist Eric Lascelles looks at how the scope of the outbreak is evolving and to what extent the coronavirus could sap Chinese and global economic growth. Read the full economic outlook in the latest edition of Global Insight.

 

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

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Six wealth planning strategies for turbulent markets

How investors react during these periods of decline is critical to their long-term success.

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