Small town service, global resources

Welcome, thank you for taking the time to visit my website

I work with individuals and families to coordinate and service their financial needs. I provide insight on all aspects of planning including retirement income needs, multigenerational wealth transfer and charitable planning.

My objective is to provide clients with useful advice and to produce positive after-tax returns in all market conditions. This is to be achieved by building and managing well researched portfolios along with being mindful of each client's specific tax situation and risk tolerance.

Planning for your goals while preparing for the unexpected

Insurance is foundational to your financial health and well-being. As you consider life insurance options, it’s important to have a protection strategy based on your current situation, and flexible enough to change over time. As your financial advisor, I can help you assess and manage your protection needs, and determine the steps we need to take to safeguard what is most important to you. Together, we can protect you and your loved ones from financial hardship, should the unexpected occur. Contact me today for a complementary protection consultation.

Customized solutions for business owners

As a business owner, you have a complex financial life. Each day you have to balance the demand to grow your business with making sound financial decisions for your company and your family. And with a significant portion of your personal wealth most likely concentrated in your business, you need a personalized plan that will work for you. That’s why at RBC Wealth Management, we offer a unique set of business owner solutions that can be customized to meet your needs. Whether you are dealing with issues like cash management, retirement plans, personal investments, or business succession planning, I am committed to working with you, your business and your family in a way that simplifies your decisions and your financial life. Contact me today to discover how I can be of service to you.

Have you reviewed your life insurance strategy recently?

Life insurance probably isn’t something you think about every day. As your life moves through new stages, your protection strategies need to keep pace. Marriage, the birth of children or grandchildren, the loss of a loved one, or a change in financial responsibility may impact the life insurance strategies you use to safeguard your loved ones. Contact me today for a complementary consultation.

Five things you should know about selling your business

I am very proud to have been featured in Forbes. I invite you to read Five Things You Should Know About Selling Your Business and contact me to discuss selling your business.

 

Let's take the next step

Interested in becoming a client? I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

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Latest Insights

Equities and the U.S.-Iran conflict

Jan 10, 2020 | Kelly Bogdanova

We look at why it’s not too surprising markets were not overly rattled by the U.S.-Iran saber-rattling, and why we’re still constructive on equities.

Read more