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 - October 2025

AI's big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. Read the Global Insight Monthly »

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How are you taking your RMDs? The deadline for 2025 is December 31. Explore your withdrawal options today.

See how life insurance fits into your wealth planning and it may cost less than you anticipate. Let’s discuss plan options, or evaluate your current coverage, to help protect your assets and your loved ones.

If you’re 73 or older and haven’t taken your required minimum distributions (RMDs) from your IRAs yet this year, let’s talk. You have options, including competitive yields for your cash as part of your wealth plan. The annual deadline is December 31.

You are in a unique position to make a lasting impact with your philanthropic giving. At RBC Wealth Management, we’re committed to helping you achieve your goal of giving with intention. Ask me about the RBC Echelon partners that can help develop a philanthropic strategy to elevate your impact to the next level

Optimizing your employer-sponsored retirement plans could change your financial future. Let’s discuss your benefits and build a retirement plan that aligns with your goals.

Did you know estate planning is important regardless of your level of wealth or the assets you’ll leave behind? It affects far more than money, as estate documents can affect minor children, health care decisions and more. Reach out to talk it over!

Life is full of change and insurance coverage can help support you and your loved ones along your journey. Let’s discuss how insurance can be part of your wealth planning. Already have life insurance? Let’s review to see if it’s meeting your current circumstances.

Happy Labor Day! Remember your hard work adds value to your family, your community and society.

Did you know married couples can split gifts, enabling you to give more? September is a great time to review gifting strategies, estate plans or trusts. As the year winds down, make sure your plans still reflect your goals, and your loved ones’ needs. Message me for more.

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

Group of financial advisors walking down a hallway talking.

Family offices reset following volatility in early 2025

After starting the year with market turmoil and trade concerns, ultra-high-net-worth family offices are adjusting their strategy to protect and grow their wealth.

Read more

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