Let us help you grow more than wealth


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.

Adding value

In a conversation with the head of RBC Global Asset Management’s global equity investment team based in London, we look at how going beyond a company’s financial statements can be the most important source of added investment value. 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.

Latest Insights

Can equities tolerate higher bond yields?

The spike in yields of late has sent shivers through stock markets. But this rise, if contained, isn’t necessarily bad news for stocks.

Read more

Let's start the conversation

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