Value statement

I am committed to helping my clients develop sound financial and investment strategies using the wealth planning process. I believe that the strong reputation and resources of RBC Wealth Management, along with our experience, knowledge, and responsive service, will help secure my clients' financial results in the future.

I help my clients create financial security and peace-of-mind by providing a high level of service and customized solutions to managing their wealth. I believe it is important to take the time to listen carefully to better understand my clients' unique dreams, goals, and objectives.


A disciplined approach

Our approach integrates your objectives into a personalized plan that can be updated as life changes occur. It combines sophisticated investment planning tools with professional resources to help match your objectives with customized solutions.

  • Understanding Your Financial Objectives — Listen to understand you and your financial objectives.
  • Gathering Your Current Financial Information — Gather specific information on your financial picture.
  • Developing Smart, Time-Tested Strategies — Analyze your financial and personal information to match your objectives with sound strategies.
  • Implementing Thoughtful and Creative Solutions — Develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
  • Providing Timely, Ongoing Service — Regularly review your situation to help ensure your financial objectives are being met.

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

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

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What happened to the “summer doldrums?”

We assess the market’s prospects in light of the recent a-typical summer rally.

Read more

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As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.

Have you reviewed your life insurance strategy recently?

Life insurance probably isn’t something you think about every day. As your life moves through new stages, your protection strategies need to keep pace. Marriage, the birth of children or grandchildren, the loss of a loved one, or a change in financial responsibility may impact the life insurance strategies you use to safeguard your loved ones. Contact me today for a complementary consultation.

Strength you can trust

Distinguished by a long heritage of financial strength, integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.