Helping you grow more than wealth

My values

Commit to continuity

I provide highly personalized, comprehensive wealth management strategies that match my client’s stage in life; to accumulate and grow assets or generate income, as well as preserve and transfer wealth to the next generation.

Deliver the difference

My commitment to my clients is to provide, with integrity and honesty, trusted financial advice and investment management, and use my years of industry experience and close observation of the markets to produce successful results.

Elevate the potential of your wealth

Further, I am dedicated to giving my clients exceptional service to make your experience one that exceeds expectations.

Global Insight Monthly

Global Insight Monthly cover - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Let's start the conversation

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Latest Insights

Woman checking stock chart

Is the rebound for real?

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

Read more