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 - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

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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.

Did you know setting aside savings for a summer getaway is a common financial goal? Despite this, surveys have shown that many still rely on credit cards to pay for the expenses. Let’s brainstorm sustainable ideas to save for travel expenses!

Seize the day and plan for your summer adventures. Want budgeting advice for your travel, leisure or remodeling activities? Call or message me to have a conversation.

What's your backup plan if your income were to stop due to injury or illness? Income protection insurance could be the answer.

Happy Mother’s Day to all moms! Thank you for all you do each day.

Happy Mother's Day! To all the mothers out there, Wishing you a day filled with love, joy, and appreciation for all the amazing things you do. May your day be as special as you are!

Are you tired of juggling multiple retirement accounts? Consolidate them with RBC Wealth Management to help you see a big-picture view to better plan for and manage your retirement income. Reach out today to discuss.

Thank you to all military spouses for the support you give to help protect our country.

The art you appreciate and invest in deserves top-notch, experienced professional support. Whether you seek to build a collection or refine your current portfolio, we offer exclusive art advisory resources that reflect your palette and preferences.

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

Road curves ahead sign

How tariff policy unpredictability is rippling through U.S. Treasury bonds

U.S. government borrowing costs on longer-maturity debt have risen more quickly than on shorter-maturity debt since so-called reciprocal tariffs were announced. We discuss what drove that reaction and why the difference is likely to persist.

Read more

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