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 - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »

Social Media

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Did you know June is the perfect time for a financial checkup? Surveys have shown that a lack of emergency savings can have a negative impact on mental health, but small tweaks now can help you better plan for the future. I would love to schedule a check-in with you.

Are you looking for a smarter way to secure your retirement income? Annuities can provide predictable income for life, protect your principal and offer financial confidence in uncertain markets. Let's talk annuities and how they fit into your RBC Retirement Paycheck. Your future self will thank you.

It's RBC Canadian Open week! Good luck to #TeamRBC and the whole field who are competing at TPC Osprey Valley. Who will you be cheering on? #RBCCO

1Do you have multiple retirement accounts? Simplify your financial life by consolidating them! DM me with your answer and let’s set a time to talk.

Graduates, may your educational accomplishments help you achieve your goals and dreams!

As we mark National Cancer Survivors Day®️, may all who have survived cancer be an inspiration to others.

Legacy isn't built overnight. It's preserved with intention. Now is the time to explore tax-considerate strategies for transferring wealth, before opportunities shift. A well-structured legacy plan helps protect your assets and shapes your impact.

Remembering the fallen on Memorial Day, who so bravely protected our freedom.

An unexpected injury or illness can happen to anyone causing a long-term disability. What’s your plan if this happens to you? Income protection insurance can fill the gap in your health care coverage. Reach out to me and let’s connect today.

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

Female athlete on a soccer field

Report explores opportunities for investors in women’s sports

Professional women’s sports are thriving. A new study reveals this sector's long-term potential for sustainable growth, ROI and making a positive impact.

Read more

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