Strengthening your financial securitySM

Value statement

My goal is to provide you and your family with timely, pertinent, trusted financial advice backed by the resources of RBC Wealth Management. I strive to offer exceptional service that goes beyond your expectations. Whether it’s growing your assets or increasing retirement income, I am passionate about putting together time tested wealth management plans that will achieve your goals and help alleviate financial stress.

Global Insight Monthly

GI Monthly

Midterms, the market, and what matters

The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.

Read more in Global Insight Monthly

Are you due for an insurance review?

When is the last time you have had your life insurance policy reviewed? There have been significant shifts in the insurance industry to accommodate important changes like the increasing life expectancy of our population, the reduced use of tobacco products, and significant advancements in medicine.

RBC Wealth Management has resources that provide a no cost, no obligation review of life insurance policies. Together with the firm’s internal professionals, we will review your policy to help confirm it is still adequate for your needs and overall financial goals. Contact me if you are interested in a complimentary insurance policy review.

Become a client

If you are not already a valued client, I invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Latest Insights

Young couple meeting with financial advisor

Ten key discussion points for your mid-year review

A mid-year review can be a perfect time to reassess and adjust your financial strategy.

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