Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
I help clients achieve their investment objectives by formulating and implementing customized wealth management programs and investment strategies that most suitably meet their individual needs, including preservation of capital, maintaining growth, and protection of intergenerational transfer of wealth. I am dedicated to building strong, long-term client relationships based on servicing accounts in changing social and economic conditions, both good and bad. I accomplish this by applying a comprehensive approach utilizing:
If you're like many investors, preparing financially for a comfortable retirement is an important goal. However accumulating wealth is very different than "de-cumulating" wealth to create income. Whether you are already retired or retirement is a future dream, check out our retirement income planning fact sheet to learn what you need to know to enjoy financial security during retirement. Call me today to discuss how we can put the steps into action for you.
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Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, please contact me.
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Global insight weekly
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Fixed income interest rate market monitor
In addition to conveniently accessing your accounts online, you can also sign up for our electronic bill payment service. Eliminate paper checks, stamps, and rushing to the mailbox. Log in to RBC Wealth Management Online today to get started.
RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.