My passion is applying financial knowledge and expertise to help my clients develop a personal financial strategy. Royal Bank of Canada
Royal Mutual Funds Inc.
I will take the time to understand what matters most to you, then recommend time-tested strategies for reaching your goals – whatever they may be!
If there is one truism about families, it’s that generations don’t always see eye to eye. This type of investing can be used as a launchpad for discussing how family wealth can have a significant impact on pressing global issues.
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07/07/2025
RBC Thought Leadership has launched a new Trade Hub. Check it out!
As North American trade policies evolve in light of the U.S.’s changing geopolitical and economic priorities, The Trade Hub will provide in-depth analysis and strategic insights that can help decision-makers navigate this historic moment. This platform aims to put forth ideas on how Canada can play a critical role in reinforcing North America’s economic strength.
What you’ll find on Trade Hub:
• A sharp focus: ideas on how Canada can play a decisive role in reinforcing U.S. energy and economic security.
• Regular content updates: ongoing analysis and commentary on shifting dynamics across CAD-U.S. trade relations.
• Data-driven insights: in-depth reports and visualizations to break down latest trends and updates.
• Perspectives from across RBC: insights from across all of RBC on how U.S.-CAD relations are shaping key sectors.
• Actionable intelligence for decision-makers: strategic recommendations to help businesses and policymakers respond to the volatility.
Stay up to date:
Trade Hub: Insights on how Canada can build a resilient economy and fortify North America The latest tensions with the U.S. should jolt Canadians into seeking an economic and trade reboot.
12/12/2024
While we all deserve to treat ourselves every now and then, we don’t want to hurt ourselves financially. Heres why investing is one of the best gifts you can give yourself.
Why Investing is One of the Best Gifts You Can Give Yourself If there's a gift that keeps on giving, investing may very well be it. Here are five reasons why.
12/10/2024
Market volatility is an inevitable part of investing. Here are five strategies that can help you reduce the impact of these changes – and feel more confident about reaching your long-term goals.
What To Do When Markets Are Volatile Get strategies to help you stay on track with your investments — even when volatility happens.
12/05/2024
If you're looking for a tax-free way to save and invest, a Tax-Free Savings Account (TFSA) might be the way to go. A financial planner can help you decide if they’re the right fit for you.
How I Use My TFSA: 3 Personal Stories From school to retirement, 3 investors share how they use their TFSA. Find out more.
12/03/2024
Whether you’ve already opened a First Home Savings Account (FHSA) or are just starting to think about it, here are three ideas to help you get more out of the account.
The First Home Savings Account (FHSA) Turns One: Three Ways to Make the Most Out of the FHSA Dreaming of home ownership? Designed for first-time homebuyers, make more of your First Home Savings Account and start investing towards your first home
10/17/2024
What’s four letters and can potentially help you save on taxes? Learn the ins and outs of the various registered accounts offered in Canada and how to incorporate them into your saving and investing strategies.
Can Registered Accounts Help You Save on Taxes? Yes! Here's how. Here's how registered accounts can help you hit your money goals.
10/16/2024
It can be tough to stay focused on distant goals like travel, buying a home or even retirement. A financial planner can help you set a plan to follow to attain your goals.
Saving for a Big Goal? Here are 5 Tips for Keeping Your Eye on the Prize Exploring the “cash is king” vs “cash is trash” debate can help you better understand the potential benefits and costs of holding cash in your portfolio.
You can preserve family harmony and your wishes for your estate with careful planning and open conversations. Here are five tips to help avoid family conflict.
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09/26/2024
The decisions made by the Bank of Canada can have ripple effects on your finances – from mortgage rates to interest on savings accounts to stock performance. Discover the implications of rate changes on your current and future financial well-being.
How Central Banks Shape the Economy — And Impact Your Finances Central banks play a pivotal role in managing the economy, which means their decisions can impact your finances. Learn how central banks work—and how their decisions may affect you.
How planning ahead can help to ensure a smooth transition of your valued possessions and avoid unnecessary expenses to your estate so that they can enrich the lives of the next generation of owners and collectors.
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