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

GI Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Read more in Global Insight Monthly

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Did you know reviewing your benefits annually can play a key role in wealth planning? Making the most of your employee benefits can be an important part of your overall financial wellness. Check your benefits and message me to learn more.

It’s Winter Solstice! May you enjoy the first day of this new season and all the days ahead.

If you're 73+ and have already taken your RMDs for 2025, it’s never too early to start thinking about your options for next year.

As you wrap up the year, take time for an annual financial review. Acknowledge your achievements and set goals for 2026. Call me with any wealth planning or investing questions.

Did you know the most impactful gift can be monetary? If you know someone’s been saving for a home or is passionate about charity, a financial gift might be the most significant thing you can give them. Connect to learn more. *RBC WM does not provide legal, accounting or tax advice and all decisions regarding your investments should be made in consultation with your independent advisors. For more information see Legal and Tax Advice https://www.rbcwealthmanagement.com/en-us/legal/legal-and-tax-advice

Wealth isn't just what you leave behind, it's part of the legacy you pass on. A well-designed wealth transfer plan helps protect assets, strengthen family bonds and pass your values on for multiple generations. Contact me to learn about RBC Echelon, and we can help you and your family communicate and prepare for the future.

May International Day of People with Disabilities bring awareness and inclusivity to our communities, promoting a world where everyone can thrive.

Happy holidays! Take the time to enjoy your favorite traditions with your favorite people.

Happy Thanksgiving! May it be a day full of gratitude and love.

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

Futuristic city

Executive summary: Global Insight 2026 Outlook

The future is here … and gathering speed. We share key insights from our Global Insight 2026 Outlook, highlighting the forces likely to shape financial markets as well as potential investment opportunities for the year ahead and beyond.

Read more

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