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.
Oil prices threaten $100+ per barrel while S&P 500 valuations face mounting pressure. RBC Capital Markets examines conflict duration scenarios, energy market disruptions, and equity implications.
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
Financing a child’s college education doesn’t have to fall solely on parents’ shoulders. Here’s how families can work together across generations to turn a significant expense into a strategic opportunity.
