Integrity, Investment, Planning

How I serve you

Drawing on over a decade of experience working with high net worth families, I lead my clients through designing and implementing a comprehensive wealth management strategy based on their needs, goals, and aspirations. I take personal responsibility for the overall relationship with every client and their families.

  • Goals based planning – Developing a personalized comprehensive wealth strategy
  • Investment advice – Thought leadership to help navigate current and future markets
  • Planning - Create a legacy that passes on your values and assets

Global Insight Monthly

Global Insight Monthly cover - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »

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Family values regarding finances matter and, perhaps surprisingly, are important across the generations. A recent RBC Wealth Management survey found there’s not a generation gap! Message me to learn more.

Legacy isn't built overnight. It's preserved with intention. Now is the time to explore tax-considerate strategies for transferring wealth, before opportunities shift. A well-structured legacy plan helps protect your assets and shapes your impact.

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

Red, yellow, green

U.S. Recession Scorecard: Slow going

Three years ago, all Recession Scorecard indicators were rated expansionary green suggesting to us that the U.S. economy was on a firm footing with a long way to run. However, the picture has become decidedly more mixed.

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Let's start the conversation

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