It's not just your money. It's your life.


Value statement

I strive to provide world-class advice and wealth management services to my clients. I am dedicated to helping clients achieve their ambitions through the strategic management of their financial affairs and have a long history of assisting my clients with acquiring, enhancing and protecting their assets.


Investment strategy

My investment strategy utilizes proven fundamental macro-economic analysis and quantitative models to design an individualized plan for each client. I use managers who I believe are consistent and who stay true to their investment objectives. I determine your asset allocation using your specific risk and return profile. I have the knowledge and ability to access a worldwide range of investment products to find just the right fit for each of our client’s specific needs. I use a wide range of investment vehicles including, but not limited to:
  • Individual equities (stocks) and fixed-income securities (bonds, CDs, etc.)
  • Diversified investments (hedge funds, managed futures, domestic and international mutual funds, and exchange traded funds)
  • Retirement plans education savings programs
  • Asset protection products (life, disability income, long-term care insurance, etc.)
  • Charitable giving products, and trust and estate options
  • Securities-based loans (RBC Premier Line of Credit and margin)
  • Professional investment managers
  • In-depth research on equities, fixed income, and investment managers

Social Media

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While the NCAA®️ men’s and women’s basketball tournaments are underway, check out our college cost brackets to help you assess and set your financial goals for educational savings for yourself or your loved ones. https://docs.rbcwealthmanagement.com/us/68709-tuition-madness-bracket.pdf

When less is more: Five premium off-the-grid vacations

If you've spent too many hours peering at screens in recent months, log off, unplug and recharge with tech-free retreats. Explore five premium off-the-grid vacations:

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Pay equity continues to be something we're passionate about. In celebration of Women's History month, read how RBC is supporting research to help change the wage game for professional women athletes: https://www.rbcwealthmanagement.com/en-us/insights/women-in-sports-report-advocates-for-investing-in-professional-women-athletes?utm_medium=social&utm_source=heresay-social-platform&utm_campaign=research-and-insights&utm_id=2e6ec272c936e13f3beda154df00dd7f

Become a client

If you are not already a valued client, I invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets. Contact me to set up a consultation. 

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

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Latest Insights

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The metamorphosis of European equities

Mar 28, 2024 | Frédérique Carrier and Thomas McGarrity, CFA – London

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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Sustainability 101: An investor’s guide to why these buzzwords matter

Mar 28, 2024 | RBC Wealth Management

Understand common strategies within the responsible investing and sustainability space and how they could impact your portfolio.

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