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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Want to help raise money-savvy adults? Reach out to me for financial education resources for youth, teens and young adults.

Catch up on contributions now. If you’re 60-63 years old, you may have the option to utilize a greater catch-up contribution limit. Message me to learn how you may be able to save more for your retirement.

Help safeguard your financial assets by naming a trusted contact person whom we can contact if we’re having trouble reaching you. Assigning one is easy. Let's connect to discuss.

Happy Presidents’ Day! Did you know this U.S. holiday started in honor of first president George Washington’s birth date of February 22, 1732?

Digital screens are pervasive at work and in homes and schools stores. The American Optometric Association says an estimated 104 million Americans of working...

Screen breaks and the right desk setup offer relief from work-related eye strain

Too much exposure to screens can lead to issues with your eyes and vision. Read more about how to reduce eye strain caused by spending so much time looking at your digital devices.

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Nearly 40% of Americans report their household would face financial difficulty within six months if a breadwinner were to pass away, according to the nonprofit LIMRA. Let’s connect today to review your life insurance coverage to help protect you and your family.

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

European Commission building

How will Europe respond to U.S. tariff threats?

For the European Union, the economic impact of U.S. tariffs will depend on their level and duration. We investigate the implications of rapidly changing U.S. trade policies, and explore how the EU may respond.

Read more

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