The best returns are more than financial


Value statement

I help individual investors and small businesses identify, manage, and achieve their financial goals.

Whether your goal is saving for college, planning for retirement or generating income while in retirement, we will design a flexible portfolio that meets your needs and adapts to life and market changes. Our client centered approach enables us to focus on each client, one at a time and really tailor solutions to meet their goals. This may include tax-free bonds, stocks, mutual funds, alternative investments, managed futures, private money managers, annuities, insurance and more. My goal is to exceed your expectations and drive business growth through referrals.


Advice you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Global Insight Monthly

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

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How RBC Wealth Management keeps you safe

A top priority for RBC Wealth Management is protecting the security of information we have about you. Our cybersecurity team is dedicated to maintaining security safeguards to protect you and allow you to have access to our services without interruption. Learn more.

Let's start the conversation

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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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