Advice you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

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 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.

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 start the conversation

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Latest Insights

Paris in the springtime

The metamorphosis of European equities

Mar 28, 2024 | Frédérique Carrier and Thomas McGarrity, CFA – London

No longer wan and listless, we think European equities are emerging from their chrysalis with newfound potential. We look at how the investment story is transforming and why investors should take a fresh look at the asset class.

Read more