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

GI Monthly

Building on a narrow base

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

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.

Social Media

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On #MLKDay, we honor Dr. Martin Luther King, Jr.’s visionary call for equality and justice. His “I Have a Dream” speech continues to inspire us to build a better future. At RBC Wealth Management, we’re committed to advancing inclusion and community empowerment, today and every day.

The majority of NextGen heirs say receiving an inheritance would prompt them to think about their own legacy and long-term goals, like spending more time with family and giving to philanthropic causes. Let’s talk about how I can help you plan your legacy.

Did you know your finances and health are closely linked? Health issues can be expensive and chip away at funds for your nest egg. Use the new year as an opportunity to feel more confident about your financial wellness by messaging me to discuss your customized plan.

Latest Insights

China cityscape

Setting the stage for a sustainable Chinese equity rally

Last year saw positive market results despite many naysayers. Can this rally extend into 2026? In this article, we examine China’s policy stance, economic fundamentals, and equity market implications to find answers.

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Let's start the conversation

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