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
  • 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 - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. 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

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Latest Insights

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The numbers behind U.S. tariffs

Sep 26, 2025 | Joseph Wu, CFA

Collections from U.S. tariffs are surging. As legal uncertainty looms and costs gradually pass through, balancing resilient corporate fundamentals against policy risks remains crucial for portfolio positioning.

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Older couple sitting with their daughter in their living room looking at accounts on a tablet and discussing finances.

The Great Wealth Transfer and its impact on philanthropy

Sep 19, 2025 | RBC Wealth Management

By involving heirs in philanthropic decisions today, families can create a clear path for continuing their charitable legacy.

Read more