Let me help you grow more than wealth

Our philosophy

From the beginning of our careers in the investment industry, we’ve made having the best interest of our clients in mind the cornerstone of our practice. Adhering to this basic fiduciary principle builds trust and leads to a solid working relationship with our clients, allowing us to function as a team. Understanding that investing is a long-term proposition, we focus on creating long-term plans and strategies to achieve our client’s financial goals. Then we find the most efficient path to meeting those goals. Throughout our relationship we use every opportunity to educate and inform our clients about our business. We believe clients who are better informed and more comfortable with investing ultimately have better experiences and better outcomes. Finally, we work closely with other professionals who are engaging our clients (accountants and CPAs) to ensure a unified effort and comprehensive strategy.

 

Global Insight Monthly

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

Read the Global Insight Monthly »

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.

Read more