Hope...is not an investment strategy


Welcome to my website

Our team believes in a personalized, logical approach to wealth management. Our approach involves asset allocation, diversification and wealth management planning, tailored to help you reach your specific goals and financial security. We will help you focus on the accumulation, protection and potential transfer of your wealth. We will also offer continuous encouragement as we work together toward achieving your objectives.

The most important behavior that separates good investors from poor is patience. We live today in a quick fix society. There is no quick fix or get rich quick component in investing. Please do not give us money you may need sooner than five years from now. Please try to be patient. Just as you would not immediately sell your house because it gained 10% in value, do not ask us to sell your investments quickly for small gains.  Statistical evidence shows that rapid trading diminishes long term returns.  

Investing should be a serious business because it is about your future. Our role is to help you design the plan and continually encourage you to be committed to your plan. We want to make you and your families better off financially.


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.

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Global Insight U.S. Recession Scorecard
Read more (US Recession Scorecard)

Protecting you and your loved ones

As seniors age, they may become more vulnerable to financial abuse. Age-related mental decline and dementia, as well as becoming more isolated, can cause seniors to make costly financial mistakes. I can provide tips and guidance helping to safeguard you, your family and your assets from financial fraud and abuse.

Contact me today to discuss ways I can help protect you and your family from financial exploitation.

Are you helping your children pay for college?

With college tuition costs on the rise, education funding has become a critical wealth management component for many parents who want to help their children avoid a heavy debt burden so early in life. If you’re planning on helping your children pay for college, there are a variety of funding options available to you. Contact me today to discuss which option may be right for you.

Meet us

Learn more about Roni and Lisa

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Latest Insights

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Not a phantom rally in equity markets

We assess the four catalysts that have caused key markets to bounce by double digits, and discuss why investors should avoid the temptation of market timing.

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