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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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.

Did you know it’s important to brush up on your cybersecurity this holiday season? With more money spent during the yuletide than ever before, it’s important to stay vigilant. Chat with me for resources and tips.

For families balancing wealth, legacy and philanthropy, a donor-advised fund (DAF) can act as both a planning strategy and a vehicle for values-driven giving. Have you considered how a DAF could fit into your family's philanthropic vision? I can help. Contact me today.

If your parents are 73 or older, have they taken their RMDs? The deadline is quickly approaching. Schedule a meeting so we can explore their options.

RBC Wealth Management – U.S. recently conducted a national survey of wealthy individuals to provide insights into the family dynamics of wealth transfer. We found that wealth transfer goes beyond money, it’s about passing down values and priorities. Open, values-based conversations with family members help allow a family to build on the past and project those values into the future. I can help you start the conversations toward creating a legacy with family harmony.

In the Investor’s Edge newsletter for fall 2025, gain tips on using RMD funds, scoring a touchdown with wealth planning, investing when young, key strategic considerations for business owners and business succession planning.

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When it comes to your health, is the standard enough? Affluent families increasingly turn to options for additional access, priority coverage and concierge medicine. If private health care is a strategy for you, contact me for our RBC Echelon distinctive solutions.

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

Headquarters downtown Beijing China - Global Insight 2026 Outlook

Global Insight 2026 Outlook: Asia-Pacific

The two largest Asian equity markets have the potential to rally further. Within corporate bonds, quality credits should prevail.

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