Our Mission

With faith, integrity and trust (F.I.T.), we provide families and businesses with wealth planning strategies designed to help them navigate life’s challenges and opportunities. We strive to help clients achieve peace of mind regarding their financial affairs, so they can live the life they want with confidence.

Announcing our move to RBC Wealth Management

Our top priority as financial advisors is providing our clients with individualized service and wealth management solutions that instill clarity and confidence about today and the future. That’s why, after much thought and careful consideration, we have made the important decision to join RBC Wealth Management, a global firm with a clients-first culture and world-class resources.

At RBC Wealth Management our clients will enjoy the attention they expect from us, supported by a tool set and business model that has made RBC one of the world’s strongest global financial institutions.

Learn more

We invite you to explore our website to learn more about what sets RBC Wealth Management apart and why we've put our trust in RBC Wealth Management as our new business home.

Contact us

Latest Insights

Global Insight 2024 Outlook Storm Clouds loom over field

Global Insight 2024 Outlook: Investing for a new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

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Learn about Fixed Income Advantage at RBC Wealth Management

Watch our video to learn what really differentiates RBC Wealth Management from the rest of the industry in providing clients with access to our Fixed Income Advantage program.