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

Our 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.

Our 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 our 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 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

Latest Insights

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Exploring fine wine as an investment

Jul 23, 2024 | RBC Wealth Management

Investing in fine wine may be an idea you’re exploring. Learn more about factors to consider in the current Investor’s Edge newsletter.

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Are you prepared for the sunsetting tax laws?

Jul 23, 2024 | RBC Wealth Management

Are you prepared for the sunsetting tax laws? Read the full article on changing provisions to the 2017 Tax Cuts and Jobs Act in the new issue of Investor’s Edge.

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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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