Value statement

I help individuals and their families achieve their financial goals by creating and implementing personal investment models based on detailed fact finding and needs analysis, incorporating the concepts of risk management, asset allocation theory, and wealth management.

RBC’s commitment to meaningful change

I am proud to work for a firm that strives to drive change in the workplace and inspire meaningful progress in our communities. RBC is doubling down on our commitment to Diversity and Inclusion with a promise to redefine inclusive leadership at our firm; an investment of $100 million in small business loans to Black entrepreneurs; and a $50 million commitment to create pathways to prosperity for youth in Black, Indigenous and People of Color communities. Please read RBC’s full statement.

The financial impact of caregiving

Alzheimer’s disease and cognitive decline have a devastating impact not just on those with the disease. It’s also a physical, emotional and financial burden on caregivers – a job that usually falls on family members. RBC surveyed 1,000 current and former caregivers of family members to gain insights into the impact of cognitive decline on their loved ones – and to better understand the financial burden associated with caregiving. Please download RBC’s Preparing for the Expected report to learn more.

Hendrickson Foundation Golf Event

Proud to be a tee sponsor and participant of the Hendrickson Foundation Golf Event, which supports disabled hockey programs such as Minnesota Sled Hockey, Minnesota Special Hockey, USA/Minnesota Warriors, and Minnesota Blind Hockey.

Smart Cities, sustainable cities

With cities around the world facing increasing environmental pressures and infrastructure needs, the final article of the SusTech series focuses on metropolises that use high-tech solutions to manage the challenges of urbanization in the 21st century. As these Smart Cities enable urban sustainability, the companies and industries at the forefront of this transformation should see long-lasting channels of growth. Read the full economic outlook in the latest edition of Global Insight.

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.


Taking the next step

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 click Contact.

Named to the 2021 Best Places to Work list

RBC Wealth Management was named to the Best Places to Work list in 2021 by the Minneapolis-St Paul Business Journal. We are proud to be named to the list for the third straight year.

MSPBJ Best Places to work logo 2021

Latest Insights

Global insight weekly

How are supply chain issues impacting equity markets?

Supply chain problems are a source of concern and underpin inflation pressures. We examine root causes, and discuss the impact on the equity market.

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