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Senior Portfolio Manager & Wealth Advisor
I am a firm believer that caring for your long-term financial well-being involves a partnership that requires transparency, trust, and diligence to detail. Together, we will create a strategic, comprehensive and customized investment and retirement plan that draws on the extensive resources and latest technology I have access to at RBC Dominion Securities.
Book a Free Discovery Meeting
Explore your current financial situation and look for missed opportunities to ensure you’re on track for a successful retirement. Learn More
My Guiding Principles
In our relationship, YOU drive the approach to investing. Find out more about my investment philosophy and process. Learn More
Comprehensive Services
Whether it's planning a comfortable retirement, learning about tax strategies, or a complimentary second opinion, I can help. Learn More
Knowledge and Experience
I have more than 25 years as an Investment Advisor helping retirees, pre-retirees, business owners, busy executives, and philanthropists. Learn More
With tax reporting season here, take advantage of the following resources and best practices to help you prepare!
https://www.rbcwealthmanagement.com/en-ca/dominion-securities/tax-reporting-guide
CLICK HERE FOR DETAILS
Learn how to build a lasting legacy for you and your family.
Explore the benefits of starting your custom Charitable Gift Program to get tax benefits today and in the future.
Read more on Philanthropy
Click here for the latest GIC rates in pdf format
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