Retire from work – not life


Welcome to my website

I work with individuals and families developing comprehensive retirement plans. I develop savings plans to help grow wealth, income plans for clients close to retirement, and preservation plans aimed at protecting wealth for other family members. I offer a wide array of investment and insurance products to help my clients achieve their retirement planning objectives. In addition, I offer fee-based planning.To help me complete my work, I have the resources and support of a global firm with a small firm feel, providing me the freedom and flexibility to implement strategies and offer products best suited for my clientele.

What makes me unique is my intense focus on continued learning and professional development. My goal is for each client to have a high level of confidence and satisfaction that my knowledge and ability will lead to a successful plan for their future.


Climate change: Changing the investment climate

Investors should pay attention to how climate change is changing the investment climate as economic activity could be impacted, as well as investment returns. It’s not all bad news as climate change may also offer new opportunities. Read the full economic outlook in the latest edition of Global Insight.

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.


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.

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Latest Insights

storm waves crashing into seawall in front of houses

Climate change is reshaping the investment landscape

Apr 18, 2019 | Frédérique Carrier

Investors should be proactive and think about how to adapt their portfolios to the climate change challenge … and opportunity.

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ground level view of road ahead with storm clouds

The global economic outlook amid crosscurrents and conflicting signals

Apr 05, 2019 | Laura Cooper

It’s worth looking at what’s on the radar for the global economy to gauge whether a growth storm will be averted.

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front view of laptop and blurred businessmen in background

Economic growth outlook: An aging expansion

Apr 05, 2019 | RBC Wealth Management

RBC Global Asset Management’s chief economist shares his views on the cycle positioning of the U.S. economy and recession probabilities.

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