I’m passionate about helping our community grow their financial well-being, and happy clients are the highest compliment I can receive. I’m honoured to help you achieve greater financial success and confidence.

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Grow more than wealth


With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

Build your business and personal wealth with expert advice

Owning and operating a successful company commands a lot of time and attention. Every day, you make critical decisions that affect the financial health of your business. So, you know how important it is to have the best possible services and products to help effectively manage your finances — we can help.

Our business owner solutions can be ideal if you need help:

  • Managing business and personal assets separately but efficiently
  • Investing, preserving and maximizing surplus cash
  • Designing a succession plan for a smooth transition
  • Creating diversified, tax-efficient income with the sale proceeds
  • Protecting against the sudden loss of a key employee using insurance solutions
  • Safeguarding personal and business assets from adverse events
  • Building employee loyalty with employer-sponsored retirement plans

Recent Posts

An evolving investment landscape

Feb 29, 2024 | Joseph Wu, CFA

We survey the macro factors shaping the global economy, and their implications for portfolio positioning as 2024 unfolds.

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Proof Point: Weak productivity is threatening Canada’s post-pandemic wage growth

Feb 28, 2024 | Nathan Janzen

Canadian wage growth has been unusually high, but looks more modest when measured against surging inflation and relative to acute labour...

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Your responsible investing portfolio can include Canadian Oil

Feb 28, 2024 | Jackie Au, Lindsay Puls

A sound transition plan requires consideration of energy security as well.

Read more

How can we help?

For more information, to subscribe to Advisor updates or to schedule a complimentary consultation, please complete the form below. Required fields are marked with an "*".

Please be advised that any information sent through this form is not considered secure and privacy can not be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields