Helping you grow more than wealth

How I serve you

My practice focuses on providing solutions, simplicity and service to help clients integrate their financial lives with their personal lives. I deliver trust department levels of service with investment flexibility and an emphasis on preserving wealth.

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
  • Standards and Poor 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 Monthly

Global Insight Monthly cover - October 2025

AI's big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. Read the 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.

Social Media

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Did you know a large portion of U.S. investment opportunities are in private markets, a key segment of alternative investments? Alts have moved into the spotlight for investors and offer unique investment opportunities which may complement your portfolio. Connect to talk more.

Retirement rule changes are coming in 2026. Take note if the following apply to you: - Age 50 or older - Earn $145,000 or more in FICA wages - Plan to make catch-up contributions to your 401(k) If this applies to you, starting in 2026 catch-up contributions must be made to a Roth account. Reach out to me today to learn the questions you need to ask your benefits department about your ability to take advantage of catch-up contributions. RBC WM does not provide legal, accounting or tax advice and all decisions regarding your investments should be made in consultation with your independent advisors. For more information see Legal & Tax Advice: https://www.rbcwealthmanagement.com/en-us/legal/legal-and-tax-advice

Trick-or-treat! Happy Halloween to you and your loved ones.

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