Let us help you grow more than wealth.

Mission statement

Our mission is to build long-term relationships with our clients and help them realize how their investments relate to their goals.

Value statement

Sally specializes in providing personalized, custom wealth management solutions to high-net-worth individuals, families and institutions. Through her expertise and experience, she develops long-term strategies for her clients to help them create and protect their wealth.

Global Insight Cover (man looking at finances on ipad)

As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.

Retirement Income Planning

If you're like many investors, preparing financially for a comfortable retirement is an important goal. However accumulating wealth is very different than "de-cumulating" wealth to create income. Whether you are already retired or retirement is a future dream, check out our retirement income planning fact sheet to learn what you need to know to enjoy financial security during retirement. Call me today to discuss how I can put the steps into action for you.

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.

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Latest Insights

ESG newsletter Insights into responsible investing Q3

Making the most of ESG data and scores

As ESG investing gains interest, so do the ESG scores and ratings. Yet ESG data needs discernment. Financial and investment advisors can help investors.

Read more