Dedicated to helping achieve your financial goals


Welcome

I help individuals and small businesses achieve their financial goals by creating and implementing comprehensive wealth management strategies. My particular focus is developing customized retirement income opportunities for my clients.

My goal is my clients' financial security and peace of mind, delivered with a high level of personalized service. My approach integrates your objectives into a personalized plan that can be updated as life changes occur. I combine sophisticated investment planning tools with professional resources to develop a personal plan that can help you reach your financial goals.


Retirement is your next long-term venture

You've spent a lifetime discovering your passions. Retirement is your opportunity to pursue them, more than ever, with the ones you love. At RBC Wealth Management we’ll help you prepare financially for the retirement you envision. Because we believe, as you do, that the greatest returns are realized when you grow more than wealth. Contact me today to discuss what sets us apart and to learn how we can be of service to you.

Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation, contact me.

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Latest Insights

How do currency markets affect fixed income investment?

Sep 29, 2022 | Atul Bhatia, CFA

The relationship between government bond yields and exchange rates is more complex than many investors realize.

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