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I help affluent individuals and their families achieve their financial goals by creating and implementing comprehensive wealth management strategies.


Global Insight Monthly

Global Insight Monthly cover - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »

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Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation, contact me.

Latest Insights

Multi-generational family walking on boardwalk

Four ways to use life insurance in your wealth planning

Sep 17, 2025 | RBC Wealth Management

Insurance planning can play a valuable role in protecting your family’s financial security. Here’s how to effectively integrate life insurance in your overall wealth plan.

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