Let me help you grow more than wealth


 

My mission

I believe my clients have earned the right to have a financial advisor who provides planning, oversight and scrutiny for every aspect of their financial affairs. This is my primary objective for everyone I work with. Without this, you have stress and worry — which can impact your overall happiness, contentment and ultimately your health. I do everything I can to actualize that reality. I believe this is necessary to provide you with the comfort and security you deserve: knowing that we are looking after your wealth preservation and growth

Be cyber aware

In today's digitally connected world, not everyone is who they claim to be. That’s why we are committed to helping our clients learn how to protect themselves and their data. Learn more.

How RBC Wealth Management keeps you safe

A top priority for RBC Wealth Management is protecting the security of information we have about you. Our cybersecurity team is dedicated to maintaining security safeguards to protect you and allow you to have access to our services without interruption. Learn more.

Protect what’s important to you

Your needs for financial protection are an ever-changing story. Now is a great opportunity for us to discuss how we can strategize your wealth planning for today’s and future generations. Between life, long-term care, and disability insurance options, you have several ways to protect your legacy for your loved ones. Contact me today to review which insurance options are appropriate for you and your family.

Prepare for the unexpected

When unforeseen or sudden events happen, whether it’s a business opportunity, a family emergency or even a natural disaster, consider an RBC Credit Access Line, through the Royal Bank of Canada, for flexible financing and immediate access to liquidity when you need it most. This short-term, securities-based line of credit allows you to use your investments as collateral and borrow money instead of selling your assets. Contact me today to learn more about RBC Credit Access Line and be prepared for the unexpected.

 

Global Insight Cover (man looking at finances on ipad)

As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.

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Let's start the conversation

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Global Insight Cover (man looking at finances on ipad)

As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.

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Life’s curveballs are a surprise—sometimes positive but not always. Help protect your finances with an emergency fund of at least six months of expenses.

Did you know this about money management? It’s important to start talking with children at an early age about money. I can help you have that conversation.

Americans are stuck in unhealthy pandemic habits. Here's how to reboot

After two years of pandemic life, the strategies we used to adapt and cope have cemented into habits for many of us. Here are some tips on how to break those habits and make a fresh start.

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