Helping you achieve financial success!


Welcome to my website

I provide strategic wealth planning and comprehensive financial advice for individuals and families. I draw on the vast range of portfolio solutions offered by RBC Wealth Management to meet each client’s needs and objectives. My practice focuses on customized portfolio management with an emphasis on recommending individual stocks and bonds. Clients can choose a fee based or transaction based approach. Core to my business is focusing on doing what is in my client’s best interest. Client education, communication, and feedback is an integral part of my practice.


Global Insight Monthly

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

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Contact me

Please contact me to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.

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.

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