Advice you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Value statement

I help individuals, families and small business owners create, implement and manage a risk adjusted wealth management plan. I pride myself in building long-term client relationships based on trust, respect and knowledge.


Global Insight Monthly

Global Insight Cover Image - Feb 2024The death of (traditional value)

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Taking 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.  Contact me to set up a consultation.

Latest Insights

Positioning for inflation shocks

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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