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 Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. 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

Man waiting

Another round of the Fed’s waiting game

Inflation remains calm in 2025, but tariff-related price hike concerns have kept the Fed sidelined. We look at the Fed’s commentary, the impact of market forces and political pressure on yields, and the probability of rate cuts before year’s end.

Read more