Senior Vice President - Financial Advisor, Portfolio Director
I provide advice to retirees and high-net-worth individuals. My practice is grounded in integrity, professionalism and a genuine concern for my clients and their families. My objective guidance and disciplined planning is tailored to each client's specific goals, circumstances and long-term priorities.
I invite you to explore my website and if you believe this approach may be appropriate for you and your family, reach out to arrange a confidential conversation.
Contact me today for further information.
A personalized retirement income plan can give you confidence and clarity by identifying your assets and available sources of income - along with their tax implications - to help create a secure retirement paycheck. In this Wealth Insights guide we’ll help you create your personalized retirement paycheck.
Download the RBC Retirement Paycheck Wealth Insights guide
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.
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
Please contact me to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.
May 7, 2025
Trend & cycle roadmap
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.
