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

Social Media

View my social profiles on

Who's excited for the summer games?! I can't wait to watch the amazing athletes from all over the world compete in their respective sports. It's always such an inspiring event. Go team USA!

One-quarter of U.S. parents don’t think they’ve done a good job preparing their kids to manage money. Help put an end to that trend. Let's connect today to learn about our financial empowerment resources.

Did you know, achieving financial freedom comes with a cost? It requires planning, discipline and making smart decisions. Live empowered by discovering strategies to support your financial dreams. Message me to learn more.

Is long-term care insurance worth buying in your 60s? Here's what experts say

Buying long-term care insurance in your 60s can be worth it for some — but not everyone — experts say. Here's why.

Read More

7 Things to Leave Out of Your Will, Experts Say — Best Life

When drafting your will, it's crucial to know what not to include. From property with co-owners to funeral instructions, some things are better managed outside your will to avoid complications and ensure your wishes are carried out smoothly.

Read More

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

Melanie, Mrunal & Maliha

Learn more about us

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Latest Insights

Wine glass in front of wine rack

Exploring fine wine as an investment

Jul 23, 2024 | RBC Wealth Management

Investing in fine wine may be an idea you’re exploring. Learn more about factors to consider in the current Investor’s Edge newsletter.

Read more

Bulletin Board