Clarity today. Confidence tomorrow. 

My practice has one goal

I am passionate and proactive in engaging clients to help them work through a wealth management planning process that balances immediate needs with long-term financial objectives. Understanding that clients have different goals at different stages of their lives, I work with them to ensure that their assets are deployed properly at each stage. The objective: blend investments and wealth into a plan that will achieve your current goals all the while preparing for the next stage. At RBC Wealth Management, I work closely with a team of experts to coordinate efforts to incorporate all elements of wealth planning. I strive to offer exceptional solutions, service and above all value.

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

What is important to you?

Helping you with the financial side of achieving what is important to you is central to everything I do. I am able to assist you with:

  • Growing your capital
  • Planning for your retirement
  • Creating an income during retirement
  • Funding an education
  • Maintaining or enhancing your lifestyle
  • Preparing for a major purchase
  • Protecting your family or income
  • Creating the legacy you want to be remembered by

We also offer a broad range of additional services to help you accomplish your financial goals.

Global Insight Monthly

Global Insight Monthly cover - November 2024Debunking debt disaster

Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

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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Nov 18, 2024 | RBC Wealth Management

Drawing up a clear estate plan can ensure your property is distributed in a way that suits both you and your family’s best interests.

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Fed rate cuts for what?

Nov 14, 2024 | Thomas Garretson, CFA

The Fed has cut policy rates by 75 basis points since September only to see longer-term Treasury yields and mortgage rates increase by the same degree. We take a closer look at this divergence and its implications.

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