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.

What's next?

As the 2020 U.S. election approaches we examine how results could affect the Fed, its policies, and U.S. fixed income markets. 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

What the U.S. election means for Europe and the UK

The outcome will impact U.S. trade, foreign, and regulatory policies. We look at the repercussions for the EU and UK as well as portfolio strategy.

Read more

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