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


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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Vacation solved: Make waves with a luxury yacht charter

Ready to set sail on your next adventure? Book your own private vessel. Ask me how with RBC Echelon services. Read more to whet your appetite:

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Thank you to Forbes and SHOOK Research for this honor. ???? Absolutely thrilled and deeply honored to be recognized as the Forbes Top Women Wealth Advisor Best-In-State list among a group of such impressive women ???? I am beyond grateful for this incredible recognition and extend my heartfelt appreciation to my amazing colleagues. It's truly a privilege to work alongside such talented and dedicated individuals. A huge shoutout to my fantastic clients! Your trust, confidence, and partnership mean the world to me. It's a joy and privilege to serve you, and I'm immensely grateful for the opportunity to help you achieve your financial goals. This award is a testament to the incredible teamwork, dedication, and commitment to excellence that defines our organization. Together, we strive to make a meaningful difference in the lives of our clients, and I am incredibly proud to be part of such an exceptional team. #Gratitude #Appreciation #Teamwork #ClientSuccess #WealthManagement #BestAdvisor #CheersToSuccess ??

Did you know Valentine’s Day spending is expected to hit $25.9 billion? This Valentine’s Day make a date to discuss finances with your significant other. Financial compatibility is key to relationship longevity.

In a recent survey we found that most people agree it’s difficult to know their complete financial needs in retirement. Our approach to wealth planning helps you see the big picture with clarity and confidence.

Plan ahead for your Required Minimum Distributions because they impact your gifting and estate plans. We can discuss this and more at your annual wealth planning checkup. Reach out to set up a time.

We are proud to celebrate Black History Month and honor the trailblazers who have shaped our history. Diversity and inclusion have been core to our values for years. Learn how we’re making progress in our commitment to driving meaningful change.

Melanie, Mrunal & Maliha

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Latest Insights

Positioning for inflation shocks

Feb 15, 2024 | Sean Killin

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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