Helping you achieve financial success!

Welcome to my website

I provide strategic wealth planning and comprehensive financial advice for individuals and families. I draw on the vast range of portfolio solutions offered by RBC Wealth Management to meet each client’s needs and objectives. My practice focuses on customized portfolio management with an emphasis on recommending individual stocks and bonds. Clients can choose a fee based or transaction based approach. Core to my business is focusing on doing what is in my client’s best interest. Client education, communication, and feedback is an integral part of my practice.

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

Contact me

Please contact me to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.

Latest Insights

Mountain reflection in water

Water: A key investable theme of 2024

How does water fit into an investment portfolio? Learn why this key theme continues to stand out for investors.

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