Helping you to make more informed and effective financial decisions that allow you to feel confident and empowered about your wealth

In serving your wealth management needs, I will take into account your complete picture, including your values, and provide you with a clear, understandable and personalized plan to meet each of your goals. I promise to be objective, upfront, and transparent at all times. If another service or solution is better suited to your needs, I will tell you so, and help to connect with the right people should you choose. My reputation, like my practice, is built on integrity and trust because only in doing what is right for you will we both succeed in the long run.

As a registered investment advisor and CFA charterholder, I have a fiduciary duty to your best interests. I take a disciplined approach to portfolio management that prioritizes risk-adjusted performance and preservation of capital in all market conditions. Portfolio decisions are guided by your particular goals, and only the highest conviction investments are considered.

If you believe I can be of assistance to you or someone you know, I invite you to contact me. I would be glad to meet with you where you’re most comfortable, whether that be at your business, in your kitchen, on your farm, in my office, or virtually. Professional advice and good conversation are accessible and here for you.

Recent Blog Posts

trader looking at market charts on computers

New year, new U.S. recession scorecard indicator

Jan 20, 2022 | Jim Allworth, Investment Strategist

We're adding a seventh recession indicator to our scorecard. What’s new and why is it being added?

Read more

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.

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