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.

An empowered approach

My goals-based wealth planning approach is designed to ultimately help you achieve your vision and live empowered. Working together, we identify strategies to help grow your wealth, fund your lifestyle today and tomorrow, protect what's important to you and create your legacy.

My approach features four financial pillars to help guide you through your life stages:

Accumulate wealthAccumulate and grow your wealth

Working toward tomorrow, define your goals, plan, save and invest. Review your finances regularly. Build and maintain an emergency fund of at least six months of expenses.

As you approach retirement, take advantage of catch-up contributions and align investments to offset inflation.

In your encore years, review and understand the probable outcome of your wealth plan and consider consolidating accounts to simplify your financial life.

Fund your lifestyleFund your lifestyle

In the early stages, avoid or eliminate unproductive debt. Fund but defer health savings account spending until retirement.

Approaching retirement, create a retirement plan for your paycheck as well as a budget for your expenses.

In your later years, plan for your distributions and manage your spending to cover your needs.

Protect what's importantProtect what's important to you

At first, evaluate and consider your options for various types of insurance, ranging from health, disability, life and long-term care insurance.

Closer to retirement, re-evaluate your insurance needs and use credit strategically.

Enroll in Medicare at 65 and claim Social Security at 70. Avoid selling assets in down markets. Discuss your care wishes with your loved ones.

Create your legacyCreate your legacy

Establish a will, power of attorney, health care directive and revocable trust. Check your beneficiary designations. Consider a charitable giving plan that aligns with your values.

Near retirement, revisit your estate planning documents and beneficiary designations. Have plans for housing and care needs.

After retiring, check that your estate plan aligns with your wishes. Understand your estate and gift tax thresholds.

It all starts and ends with you

Contact me today to learn more about my wealth management approach and how I can help you achieve your goals.

Strength you can trust

Distinguished by a long heritage of financial 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.

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

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U.S. productivity renaissance

Dec 12, 2024 | Joseph Wu, CFA

Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.

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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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