Let us help you grow more than wealth

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.

GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of the Global Insight Monthly.

Value statement

As an affluent individual and/or family, you face complex financial issues throughout your life. My goal is to help you achieve your important financial goals by creating and implementing comprehensive wealth management strategies designed to help you build, preserve, enjoy and share your wealth. This may include helping you accomplish your investment, protection, succession and liquidity goals if you are a business owner. It may also include helping you diversify a concentrated stock position if you are a corporate insider who owns control, restricted or unregistered shares. Regardless of how you have accumulated your wealth, I can help you use it to create income — both during your working years and after you retire. By offering you three decades of experience, a commitment to creating a full-service experience for you and access to world-class wealth management solutions, I can help you enjoy confidence and peace of mind that you are preparing for the future you want — for you and the people you care about.

Investment philosophy

Strategic — I believe the most effective way to capitalize on positive market trends is to generally be fully invested across a broad and diversified range of equity asset classes, while also incorporating fixed income, and cash in smaller proportions as appropriate given your risk tolerance, time horizon, and financial goals. By taking an active, fee-based approach to asset allocation we can cost-efficiently seize opportunities to both build your wealth and preserve your capital. In addition, I believe it is important to serve as an advocate for and facilitator of your legacy and wealth transfer goals.

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.

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