Focused on clients and their success

Comprehensive guidance

I focus on providing customized wealth planning strategies for a small group of clients. I work to understand what matters most to my clients and provide tailored solutions. Most importantly; I aim to employ a detailed and disciplined process in an effort to produce the best possible outcome for my clients.

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 »

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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Latest Insights

Financial data display

Weaving the threads of U.S. equity outperformance

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

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