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I work with high net worth individuals and small businesses to help achieve their financial goals. I am committed to providing each and every one of our clients with the exceptional service and professional counsel they deserve. In addition and when appropriate, I will consult with your attorney, your accountant, and your heirs, to review your financial situation and lifestyle plans, determine your goals, and design a plan to help you reach them.

Global Insight Monthly

GI Monthly

Global Equity: Push & Pull

A more complicated picture for the next stages of AI development and renewed  geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.

Read more in Global Insight Monthly

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.

Latest Insights

U.S. Treasury

Dog days of policymaking

It wasn’t a great end to the summer of 2026 for U.S. policymakers, in our view, with actions by the U.S. Federal Reserve and Treasury highlighting institutional weaknesses instead of playing to their strengths.

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