We do what we say we're going to do

Who we are - Our focus is highly effective personalized planning and wealth management consulting.

What we do - Coach, lead and advise clients to financial decisions that can lead to higher levels of financial security and less financial stress.

Why we do it - A desire to help clients reduce stress in their lives around financial issues, so they may focus their attention on the things that are most important to them and live their best lives.

Connect with us -  If you are a business owner, pre-retiree, or family in need of a true financial coach to help drive your long-term financial success.

My client commitment

I will:

  • Pay attention to your particular needs and situation.
  • Not chase short term gains for long term regrets.
  • Adjust our approach according to your life needs.
  • Keep my word to you.

I will not and cannot:

  • Predict the future.
  • Execute perfect market timing to avoid all risk.
  • Beat indexes year after year.

 

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.

GI Monthly Cover November 2022China charts its course through turbulence and transformation

As China faces challenges to growth and development, we reflect on the outcome of the 20th Communist Party Congress and what it means for investors. Read the full economic outlook in the latest edition of 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.

Let's start the conversation

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

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Learn more about us

Read our bios here

Sean Frelke

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

Caroline Theobald

Client Associate

David Tingelstad

Senior Investment Associate

Latest Insights

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Not a phantom rally in equity markets

We assess the four catalysts that have caused key markets to bounce by double digits, and discuss why investors should avoid the temptation of market timing.

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