It's not just your money. It's your life.


Welcome!

We dedicate ourselves to guiding our clients from their careers through their retirement years. We believes clients deserve:

  • personalized planning
  • ongoing support
  • and prudent strategies

so we dedicate significant time and resources to understanding our clients as individuals and craft a plan unique to their goals & priorities.

From our perspective, this multi-faceted approach helps clients feel prepared and protected for changes in their lives or the markets.

Our goal is to collaborate with our clients so they can achieve long term goals while thriving in their current lifestyles.  Whether you are planning for retirement, saving for education or building wealth, we are committed to being your trusted partner every step of the way.

 


Honored to be a nationally award winning advisor 

I am very proud to be recognized as one of Forbes Top Women Wealth Advisor Best in State in 2023 and 2024 and a Forbes Best in State Wealth Advisor in 2023. I am pleased to be a part of this respected group—because it means I’m serving my clients well.

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

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RBC and RBC Foundation USA announce a donation of $175,000 CAD to the Canadian Red Cross and the American Red Cross for Hurricane Beryl relief efforts in support of Caribbean and U.S. communities. The contribution will support emergency relief efforts, including shelters, hygiene kits and social support. An internal campaign was also launched to encourage employee donations. If you would like to support the relief efforts, please donate to the American Red Cross at www.redcross.org. #HurricaneBeryl #ReliefEfforts

Summer’s here and it’s a good time to check in on mid-year financial goals, make necessary adjustments and eliminate unproductive debt from your finances. Schedule a call and let’s review your goals together.

Did you know, financial freedom means different things to each person? What does it mean to you? Let’s talk today to set you on course for achieving your financial goals.

Understanding the different types of second opinions - PinnacleCare

Better understand your options for a second opinion on a health care diagnosis. Read more: https://www.pinnaclecare.com/highlights/blog/second-opinions/

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Is the cost of college keeping you or your loved ones awake at night? Contact me for college funding and saving resources designed for parents, young adults and teens.

Did you know, 70 percent of family-owned businesses shut down before their 10th anniversary? Let's schedule a consultation to help keep your goals alive and your business thriving.

Melanie, Mrunal & Maliha

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Latest Insights

Mountain reflection in water

Water: A key investable theme of 2024

Jul 15, 2024 | RBC Wealth Management

How does water fit into an investment portfolio? Learn why this key theme continues to stand out for investors.

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