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 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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

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Latest Insights

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Is 2025 the beginning of a small-cap renaissance?

Jan 24, 2025 | Kyle Bergacker, CFA

After years of small-cap underperformance relative to large-cap counterparts, the tide looks to be turning. We look at why investors shouldn’t overlook this aspect of the 2025 equity outlook as small caps seem poised to return to form.

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Transform behavioral finance insights into a competitive advantage for your business

Jan 23, 2025 | RBC Wealth Management

Understanding behavioral finance may be a strategy to help advance your business goals in our evolving financial landscape. Read more in this Investor’s Edge.

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