Helping you grow more than wealth

How am I different?

The cornerstone of my client relationships is my ongoing commitment to provide behavioral coaching and structured communication throughout their journey to financial success.  In doing so, I help individuals and families to craft and follow personalized wealth management plans that are designed to achieve their long term financial goals. 

In my practice I have placed an emphasis on helping families on a multi-generational basis.  I help them navigate the challenges unique to each generation: preparing for and enjoying retirement, protecting their family, navigating financially after the loss of a spouse, transferring wealth to future generations.  I strive to be a primary resource to those in the Sandwich Generation who find themselves assisting aging parents while still raising a family.  Through experience, training and a passion for financial well being, I help my clients obtain the peace of mind they deserve.

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.

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.

Latest Insights

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As earnings go, so goes the market

While we think the bulk of market risks are in the rearview mirror, we consider whether earnings vulnerabilities are fully baked into stock prices.

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