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

Big Tech's AI expansion: From investment to scalable returns

The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.

Read more in Global Insight Monthly

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Did you know financial wellness can affect your physical health too? Studies have tied financial confidence to a lower risk of stress-related cardiovascular issues. Reach out for a financial health check-up.

MLS is back! It’s year four of the RBC Wealth Management partnership with Major League Soccer (MLS). With the world coming to our doorstep, 2026 promises to be an unforgettable year for the sport in North America. Who’s your go-to team on the pitch?

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Watch out for “sweetheart” scams. Romance scammers prey on your emotions. Be wary of quick professions of love, urgent requests for money and inconsistent stories. Safeguard your emotions and your finances. Check out this guide to learn more.

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Daydreaming about retiring at 65? Use this checklist to see if you're ready.

Want To Retire at 65? See if You Can Answer These Six Questions

Dreaming of retiring at 65? Before you do, can you answer these 6 questions? From cash flow strategy to Social Security timing, here is a breakdown of what you need to know. #RetirementReady

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What unites your family? Discussions around family legacy planning can start with charitable giving, travel and education. These topics serve as a gateway to bigger conversations about wealth. Start the conversations early. Let’s connect today.

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

May your heart be bursting with love today! Happy Valentine’s Day.

Your IRA works best when contributions and investing go hand in hand. Let’s review your plan to evaluate if your money is positioned to grow over time. 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: https://www.rbcwealthmanagement.com/en-us/legal/legal-and-tax-advice?utm_medium=organic-social&utm_source=hearsay-social-platform&utm_campaign=research-and-insights&utm_id=812bf473b22ec5da5752335b7f09660d

Remember to wear red on February 6 for National Wear Red Day®️ in support of heart health.

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

Dockworkers

Tariffs: A revenue win – but not a deficit fix

After a year of uncertainty, tariff rates have stabilized at lower levels than feared—and become a significant U.S. government revenue source. We assess the tariff landscape ahead of the Supreme Court’s important ruling.

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