Value statement

A wealth plan is essential to guide the client to success. That is where we start. After the plan is completed, investing begins, and the client's best interest always comes first.

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 »

Proud to be an official partner of Major League Soccer in the United States

Feel the excitement in the air as we celebrate the kick-off of another Major League Soccer season! Are you ready to raise your scarves up?

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Meet Katie and Kevin

image of Katie and Kevin

Learn more about us.

Bulletin Board

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

Social Media

View my social profiles on

Did you know, more Americans than ever owe income taxes instead of getting a refund on April 15. Planning ahead is key. Call me today to help.

Did you know there are several education savings and investment options? Let's touch base on planning and saving for the college-bound students in your life.

Four Takeaways from “The Rising Influence of High-Net-Wealth Women in Philanthropy” | Arabella Advisors

Embrace your potential as a female change maker with these tips: https://www.arabellaadvisors.com/blog/four-takeaways-from-the-rising-influence-of-high-net-wealth-women-in-philanthropy/

Read More