Approach to wealth management

I strongly believe in using a holistic approach to wealth management. Before I craft a plan that addresses a lifetime of wealth accumulation, spending, multigenerational wealth transfer and philanthropic giving, it is important that I fully understand your current financial situation, future goals, personal feelings about the markets, tax situation and family dynamics.

I want you to view me as your primary advisor, and getting there means making sure I am well-informed, so I can ensure that you are well-informed. The fact that I have extensive product knowledge and an intense dedication to helping you get on the right financial course is only part of my job. From time to time, I may invite members of my team into our conversations, including trading analysts, financial and estate planning professionals, pension plan specialists, and insurance and annuity experts. By enlisting their support, I can ensure you have the fullest range of ideas and solutions needed to make the right decisions regarding your hard-earned wealth. My clients and I are in it for the long haul together, and it is my role to keep my clients’ wealth management plan working and for my clients to keep working on their wealth management plans.

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.

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.


Trust Consultant


Senior Vice President, Director of Portfolio Advisory Group