The best returns are more than financial


Value statement

I focus on helping clients to create a long-term plan to grow, protect and transfer their wealth by providing personal client service and the understanding of each client’s goals. I strive to simplify my client’s financial lives by developing customized solutions designed to generate the necessary income to sustain the lifestyle they deserve now and in retirement.


Global Insight Monthly

GI Monthly

Midterms, the market, and what matters

The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.

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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

Climber scaling cliff

The Unstoppables

Jun 15, 2026 | Jim Allworth, Frederique Carrier, and Kelly Bogdanova

Some investment opportunities are built on structural forces powerful enough to transcend the noise of today’s investment environment. We see these unstoppable megatrends as defining forces for the coming decades.

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