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.

Adding value

In a conversation with the head of RBC Global Asset Management’s global equity investment team based in London, we look at how going beyond a company’s financial statements can be the most important source of added investment value. 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

Insights into responsible investing newsletter IMG

ESG trends for 2021

Learn about the ESG trends for 2021 in our latest issue of Insights into responsible investing newsletter.

Read more