Let us help you grow more than wealth


Community Association Services

The board of directors has a fiduciary duty to make decisions based on the best interests of the community they have been elected to represent. As part of this fiduciary duty, a board of directors is likely to engage with a licensed and experienced professional to guide them in this decision making process.

In addition to community association managers, accountants, attorneys, engineers, and other experts, a trusted financial advisor can serve as a valuable member of this professional team of resources. The goal my practice is to preserve association assets while generating additional investment income, minimizing risk, and meeting the liquidity needs of our clients. By making use of my services, the board can function in an efficient and prudent manner that benefits the community.

Private Wealth Management

Beyond services for community associations, I offer comprehensive wealth planning services for individuals and households. The wealth planning process begins with an integrated analysis based on client values, lifestyle, relationships, and objectives. By gaining an in-depth understanding of what is important to each client, I am able to offer sophisticated approaches to planning.

 


Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore my website to learn more about our customizable solutions designed to strengthen your financial security.

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

Business meeting

Is 2025 the beginning of a small-cap renaissance?

After years of small-cap underperformance relative to large-cap counterparts, the tide looks to be turning. We look at why investors shouldn’t overlook this aspect of the 2025 equity outlook as small caps seem poised to return to form.

Read more

Client Strategies Team

With individual specializations across a variety of financial disciplines, the Client Strategies Team serves as a unique resource to RBC Wealth Management financial advisors. Our clients and advisors both benefit from the collective expertise of this team, and their ability to help enhance the effectiveness of wealth management strategies—from recommendations through delivery of solutions.

advisor

Wealth Management Consultant


advisor

Wealth Strategist


advisor

Senior Portfolio Advisor