Let us help you grow more than wealth

Value statement

I strive to establish a long-term partnership with my clients, based on trust and understanding of their financial objectives. My three decades of expertise as a financial consultant enable me to guide my clients towards achieving their financial goals.

Global Insight Monthly

GI Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Read more in 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.

Bulletin Board

Latest Insights

Boats in a harbor

S&P 500 rally: When a rising tide lifts some boats more than others

The rally in 2025 and throughout the longer bull market cycle has been uneven, with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.

Read more