Hope…is not an investment strategy


Value statement

I help high net worth individuals and their families create, preserve and transfer wealth. I work with my clients to help them formulate goals, develop strategies and identify financial solutions that help them realize their objectives.


Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. 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

Federal Reserve building with dramatic lighting

Don’t fight (or fear) the Fed

The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.

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