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 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 »

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Enjoy your Fourth of July! From patriotic parades to old-fashioned picnics to bursting firework displays, may it be a safe and happy holiday with loved ones!

Family values regarding finances matter and, perhaps surprisingly, are important across the generations. A recent RBC Wealth Management survey found there’s not a generation gap! Message me to learn more.

Legacy isn't built overnight. It's preserved with intention. Now is the time to explore tax-considerate strategies for transferring wealth, before opportunities shift. A well-structured legacy plan helps protect your assets and shapes your impact.

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

London skyline

One year in: The Labour Party’s report card

For the Labour Party, restoring sustainable growth was always going to be challenging. A year on and the UK economy remains fragile, yet some investors may find the UK still offers some rich pickings.

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Let's start the conversation

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