It's not just your money. It's your life.

Strategy. Execution. Success.

We believe in order to control your financial security and improve your lifestyle you must trust a smart and experienced team of individuals. We at RBC Wealth Management are just such a team! Each of our clients is a unique individual with a unique set of goals. With that said, we offer an individualized approach to addressing your current financial needs and achieving your long-term financial security.

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.


Write your personal retirement story

Access Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact me to help you prepare for your next chapter.

Become a client

If you are not already a valued client, I invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets. To set up a consultation, please contact me.

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Latest Insights

Coronavirus contagion: Implications for the economy and stock market

Feb 24, 2020 | Kelly Bogdanova

Volatility has spiked as the coronavirus outbreak expands outside of China. We look at the potential economic impact and the risks to U.S. equities.

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Latest Insights

Are things good enough to deliver stock market gains in 2020?

Feb 21, 2020 | Frédérique Carrier

The earnings season isn’t exactly setting the world on fire. But we sift through the clues that lead us to believe equities will see modest gains.

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Latest Insights

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Tips for snowbirds heading south for the winter

Feb 20, 2020 | RBC Wealth Management

Being a snowbird can have a positive impact on your quality of life, but there are numerous social, medical and financial implications to consider.

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