Integrity, Investment, Planning

How I serve you

Drawing on over a decade of experience working with high net worth families, I lead my clients through designing and implementing a comprehensive wealth management strategy based on their needs, goals, and aspirations. I take personal responsibility for the overall relationship with every client and their families.

  • Goals based planning – Developing a personalized comprehensive wealth strategy
  • Investment advice – Thought leadership to help navigate current and future markets
  • Planning - Create a legacy that passes on your values and assets

Global Insight Monthly

Global Insight Cover Image - Feb 2024Four for 2024: Key things to know about U.S. Elections

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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.

Latest Insights

Nuclear power plant

Nuclear getting the push it needs

Learn how nuclear energy fits into a responsible investing strategy.

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