Helping you grow more than wealth

How I serve you

I provide customized financial services supported by the broad capabilities of a global institution. Working with a limited number of wealthy clients, I offer you and your family personalized attention for your financial life, now and for future generations.

I work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, I put my clients at the center of every personalized strategy. Working with a team of specialists, I  draw on the resources and insights of a global financial firm to create strategies that reflect your aspirations. I know that significant wealth brings complex challenges—and my experience, passion and perspectives can help simplify your life.

Global Insight Monthly

Global Insight Cover Image - Feb 2024Four for 2024: Key things to know about U.S. Elections

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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

Paris in the springtime

The metamorphosis of European equities

No longer wan and listless, we think European equities are emerging from their chrysalis with newfound potential. We look at how the investment story is transforming and why investors should take a fresh look at the asset class.

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