What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

Helping you grow more than wealth

Latest Insights

New Investors’ Nook: Is K-12 tuition keeping you up at night?

For young families, the cost of private education can feel overwhelming. However, 529 plans offer a powerful solution. These tax-conscious accounts aren’t just for college—they can cover K-12 tuition too, providing a strategic way to ease the burden.

Read more
Father and son starting college savings plan early

Consider 529 plans for education funding

For individuals and families, 529 plans offer more than just tuition savings—making them indispensable tools for your wealth strategy.

Read more
Couple talking with their tax advisor reviewing documents

Five tips for financial New Year’s resolutions

For individuals and families, 2026 presents both challenges and opportunities. Commit to resolutions for resilience, growth and legacy.

Read more

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.

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

Social Media

View my social profiles on

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields