Helping you grow more than wealth

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

Global Insight Monthly

Global Insight Monthly cover - February 2025

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »

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Procrastinating when it comes to saving for retirement is all too common. But stalling for too long will hurt your long-term financial security and peace of...

Dragging Your Feet on Saving for Retirement? Here's How to Jump In

Have you been procrastinating on your retirement savings? It's not too late! Taking steps now may help secure your financial future.

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On International Women’s Day, we celebrate the women driving change and making an impact in many professions, from business to the arts to sports. Learn about the positive momentum for investing in women’s sports in this recent RBC article. https://www.rbcwealthmanagement.com/en-us/insights/report-explores-opportunities-for-investors-in-womens-sports?utm_medium=organic-social&utm_source=heresay-social-platform&utm_campaign=research-and-insights&utm_id=102c17d4709379c1935ef1824d979422

International Women’s Day, celebrated every year on March 8th, honors the achievements and contributions of women throughout history, while also advocating for gender equality and women's rights. It’s a time to reflect on progress made and the work still required to close gender gaps. As we celebrate, it's important to recognize both the remarkable strides women have made and the ongoing challenges they face in achieving true equality. Throughout history, women have made significant contributions across all sectors—science, politics, education, business, and more. From Marie Curie’s groundbreaking work in science to Malala Yousafzai’s advocacy for girls’ education, women have shaped our world in powerful ways. Yet, despite these accomplishments, gender-based challenges persist, including the gender pay gap, underrepresentation in leadership roles, and gender-based violence. International Women’s Day is not just a celebration, but also a call to action. Gender inequality remains pervasive, and women still face obstacles in education, healthcare, and economic independence. The gender pay gap continues to exist, and women of color, in particular, experience compounded challenges. Gender-based violence remains widespread, and many women still lack access to reproductive healthcare and education. To make a meaningful impact, we must support women’s empowerment in tangible ways. One keyway is by supporting women-owned businesses. Advocating for female entrepreneurs helps level the playing field. Educating others about women’s history, challenges, and successes can inspire change and advocacy. Sharing the accomplishments of women in our own circles, whether at work, at home, or in the community, helps amplify their voices. On International Women’s Day, let's recognize progress, honor trailblazers, and commit to equality. Together, we can support a future where gender equality is a reality for all. Happy International Women’s Day

The Unrivaled basketball league will play its first games, airing on TNT, on Friday. It's poised to capitalize on growing national interest in women's sports.

Unrivaled women's basketball league debuts Friday. Here's everything we know about it

The new televised 3-on-3 women’s professional basketball league is a major opportunity for women’s sports to boost its growing profile.

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Are you a plan sponsor looking to fulfill fiduciary duties and sharpen your skills to provide an effective employer-sponsored retirement plan to employees? Contact me today to learn about earning the Certified Plan Sponsor Professional certification (CPSP) for free. https://bit.ly/4e3d1mg

Did you know nearly half of primary household earners are women? Women wield incredible economic power and are inclined to use it for good; two-thirds believe they can address social issues through impact investing according to a survey sponsored by RBC Wealth Management.

FUD — fear, uncertainty, doubt — is running rampant these days, but that doesn’t mean retirement savers need to react. Here is why it pays to stay the course.

Trump to Tariffs: How Retirees Can Manage Market Turmoil

Market swings and economic uncertainty can be challenging for retirees, but maintaining a long-term perspective is key. Michael Schuette of RBC Wealth Management emphasizes the importance of sticking to a well-structured investment plan rather than making reactive moves based on short-term market fluctuations. Read more about his thoughts about managing market uncertainty in retirement in Kiplinger. #RetirementPlanning #WealthManagement

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Did you know that romance scams affect everyone? Contrary to some stereotypes, romance scams target a wide variety of individuals, and no one is immune to being a potential target. Message me for resources to stay informed.

If you’re 60-63 years old, you can now save more for your retirement. Let’s connect today on your catch-up contribution limits. RBC Wealth Management does not provide tax advice. All decisions regarding tax-sensitive investments should be made with your independent tax advisor.

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

Boat in rough seas

Vortex of volatility

A period of rapid-fire developments has understandably put investors on edge. We make sense of five catalysts tugging on stock markets and elucidate why we’re not ready to throw in the towel on the two-year-plus bull market just yet.

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