- Create your family legacy
- Estate and wealth protection
- Family inventory checklist
- Settling an estate
- Estate planning guide
- Live well in retirement
- Retirement planning
- Retirement checklist
- Manage wealth tax-efficiently
- Tax-Free Savings Accounts
- Optimize your business
- Business planning
- Business owners guide
Family Wealth Management Solutions Designed for What's Important to You
Wealth management goes beyond investment advice and money management to address a wide range of concerns related to both your financial and life goals. My family wealth management approach is built around a deep understanding of your unique needs and objectives and by creating a trusted relationship we fully explore the issues surrounding your family's financial life. Using an in-depth discovery process we determine what your particular risk profile looks like and create a personal process for wealth preservation and growth which reflects this. Through strategy and commitment we turn planning into success, security and significance.
Our services are designed for individuals, families, businesses and other organizations that require professional assistance managing their wealth. These are people that are looking for a level of commitment and trust that exceeds expectations. I invite you to view my Client Bill of Rights which reflects my dedication to creating the comfort level you need to be completely open and honest about your life goals and investment needs.
Our typical clients include:
Growing families seeking professional guidance around financial education, increasing their wealth and tax smart investing
Successful business owners and self-employed professionals who need help managing personal and business assets
Separated or divorced women looking to establish their individual financial plan
Busy executives and professionals looking to free their time to focus on personal and career goals
Widows who would benefit from sincere advice on how to maximize their after-tax retirement income and establish an estate plan for their family and loved ones
Retirees requiring innovative strategies to maximize their after-tax retirement income while protecting their financial security
Pre-retirees who want to make the most of their retirement savings as they approach retirement
Be proactive. Plan ahead. Give yourself the satisfaction of knowing that you used every resource available to you to map out your financial future and to minimize the occurrence of Potential Pitfalls.
Whether you're looking for personal wealth management for yourself, your family or your business, we have the expertise to help you achieve your goals. Let me help you clarify the big picture and get your investments working towards achieving all your wealth management goals. Contact me to arrange an initial complimentary consultation today and find out how my personal approach extends beyond investment advice and money management, helping you protect and grow your wealth over your lifetime.
Backed by the century-old tradition of RBC Dominion Securities -