Helping you grow more than wealth

Approach to wealth management

Our approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. Our process includes:

Understanding your financial objectives – We begin by listening to understand you and your financial objectives.

Gathering your current financial information – Together, we gather specific information on your financial picture.

Developing smart, time-tested strategies – Next, we analyze your financial and personal information to match your objectives with sound strategies.

Implementing thoughtful and creative solutions – We develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.

Providing timely, ongoing service – We regularly review your situation to help ensure your financial objectives are being met.

GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of 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.

Latest Insights

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How do currency markets affect fixed income investment?

The relationship between government bond yields and exchange rates is more complex than many investors realize.

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