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

Rewriting retirement Cover imageAccess 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

Cars parked under solar panels. (Global Insight)

How solar can brighten investment portfolios

Oct 04, 2022 | Frédérique Carrier

A cheap and emissions-free technology, we shine a light on solar’s potential and how investors can look to tap into this growth opportunity.

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“When can I retire?” is a top question pre-retirees are asking according to Google Trends 2020. Contact me at 903-295-5708 to learn more about how I can help you plan for a secure retirement income.

The 7 Biggest Mistakes People Make In Their Wills, According To Estate Lawyers

According to some estate lawyers, some mistakes can be very costly when it comes to estate planning. These attorneys have seen it all, and they want you to avoid these costly legal and financial problems for your family's sake.

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I’m proud to be part of an organization that’s donated an additional $750,000 to support humanitarian relief efforts in Ukraine and its refugee crisis. RBC’s support includes donations to the Canadian Red Cross Ukraine Humanitarian Crisis Appeal, International Committee of the Red Cross, Medical Corps, Save the Children, Mental Health Foundation, UNICEF and UN Refugee Agency. https://www.rbc.com/newsroom/news/article.html?article=125608