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 Monthly NovemberWill AI generate long-term equity performance?

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

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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

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Looking back, looking ahead – with guarded optimism

We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.

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