Strengthening your financial securitySM


Value statement

I lead a team of financial professionals that provides comprehensive, objective advice and customized investment solutions for high net worth individuals and families. My team believes in long term relationships and wants to be your first call when you have financial questions or concerns. We strive to be your Primary Financial Advisor.


 

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.

Wealth management approach

My holistic approach to wealth management integrates your objectives into a personalized plan that grows and changes as your needs and goals do. I combine sophisticated investment planning tools and professional resources to develop customized solutions across four key areas:

Accumulating wealth

From realizing your dreams to building the lifestyle you envision for your family, I help you grow your wealth in order to provide resources necessary to accomplish what matters most to you.

Protecting your assets

Your wealth is a tremendous source of opportunity for yourself and the people who depend on you financially. Taking steps to help protect your wealth through risk mitigation, estate planning services and insurance solutions will help you feel secure about the future.

Creating an income stream

Achieving the lifestyle you’ve envisioned in your retirement means having a steady income stream during those years. We develop a customized plan that helps you anticipate adjustments and build confidence in your future.

Wealth transfer

Beyond building and enjoying your wealth, I work with you to create a solid strategy for preserving your wealth across generations in order to protect your legacy.

I invite you to contact me today to learn more about our wealth management approach and how I can help you achieve your goals.

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.

Latest Insights

Man looking at finances on iPad

As earnings go, so goes the market

Aug 05, 2022 | Kelly Bogdanova

While we think the bulk of market risks are in the rearview mirror, we consider whether earnings vulnerabilities are fully baked into stock prices.

Read more

How might markets handle rising geopolitical heat?

Aug 04, 2022 | Kelly Bogdanova

While markets tend to absorb military clashes quickly, the world’s complex web of financial ties makes the economic clashes a greater source of risk.

Read more

Named to the 2021 Best Places to Work list

RBC Wealth Management was named to the Best Places to Work list in 2021 by the Minneapolis-St Paul Business Journal. We are proud to be named to the list for the third straight year.

MSPBJ Best Places to work logo 2021

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How RBC Wealth Management keeps you safe

A top priority for RBC Wealth Management is protecting the security of information we have about you. Our cybersecurity team is dedicated to maintaining security safeguards to protect you and allow you to have access to our services without interruption. Learn more.

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact me today to explore this potentially untapped source of opportunity. 

Let's start the conversation

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