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 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

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

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Water: A key investable theme of 2024

How does water fit into an investment portfolio? Learn why this key theme continues to stand out for investors.

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