How I serve you

I utilize cutting-edge analytics, artificial intelligence, quantitative analysis and research to deliver a world-class investment experience for my clients. I believe investors are rewarded the most for taking the least amount of risk necessary to achieve their investing goals. Coupling this philosophy with state-of-the-art financial planning software, I deliver my clients a road map for helping achieve financial success and accomplishing their investment goals.

By limiting my practice to a small number of families, I can deliver a highly personalized client experience. I accomplish this by getting to know you and your family, and understanding what is most important to you when it comes to your financial future. I believe my personalized approach, matched with world-class technology, makes the world of finance a lot less intimidating for my clients.

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.

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.

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

Summer events shaping the outlook for the UK and Europe

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

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