Strengthening your financial security


Value Statement

I am committed to making a powerful difference in my clients' lives and helping them make their personal, family and business dreams a reality. The trust and confidence of my clients is my most treasured asset. I strive to help my clients grow, manage and protect their assets. I use my knowledge of the financial markets to assist clients with making prudent decisions for long-term financial success.


What retirement investors need to know about regulatory reform

The Department of Labor (DOL) fiduciary rule is now effective. Learn more about the rule and RBC Wealth Management’s long-term commitment to putting the interests of clients first, as well as preserving choice regarding investments and how to pay for services. Please contact me today to discuss your retirement goals.


Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

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

Commuters on a train

A return to yield curve normalcy?

The ongoing yield curve inversion appears out of line with record equity markets and robust commodity pricing. We look at some reasons investors are accepting lower yields on longer-maturity bonds.

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