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.

SusTech: Sustainability through technology

Sustainability in business isn’t just about “doing good”—it’s about good business sense. Technologies that mitigate the challenges of the 21st century are likely to see long-lasting waves of growth, creating long-term opportunities for companies and shareholders alike. 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

Infrastructure, inflation, and a possible Fed policy rethink

While markets are casting a wary eye on inflation, the proposed infrastructure plan has the potential to improve existing, highly supportive policy.

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