Think differently. Make a difference.

Mission

My mission is to provide comprehensive, personalized financial advice to my clients. I help clients manage their assets through all stages of their lives, and my holistic approach encompasses all aspects of clients' personal and business finances.

Through my years of offering advice and service to insurance industry executives, I am well positioned to provide comprehensive solutions to individuals, families and businesses.

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.

Comprehensive financial solutions for all of life’s opportunities

When it comes to wealth management, there's no such thing as an average client. Each investor has goals, challenges and opportunities that are unique to them and their financial situation. That's why tailored, customized advice is critical to success. No matter what stage you're at in life, I can help you build a customized plan that helps you achieve your goals and strengthen your financial security.

I am proud to be part of RBC Wealth Management—a firm that has provided trusted wealth management solutions to individuals, families and institutions for over a century. I invite you to explore my website to learn more about my  practice and my firm, and contact me today to discuss how I can put the resources and expertise of this global organization to work for you.

Contact me  

Bulletin Board

Learn more about us

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact me today to explore this potentially untapped source of opportunity. 

Protect what’s important to you

Your needs for financial protection are an ever-changing story. Now is a great opportunity for us to discuss how we can strategize your wealth planning for today’s and future generations. Between life, long-term care, and disability insurance options, you have several ways to protect your legacy for your loved ones. Contact me today to review which insurance options are appropriate for you and your family.

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