Welcome to my online wealth management site. I would like to introduce myself. My background includes extensive experience in all aspects of wealth management. I have worked for RBC Dominion Securities in Courtenay since 1997 and for ten years prior with the Royal Bank of Canada. As a successful businessman in my field, I thoroughly understand the importance of personalized service, integrity and absolute privacy. The fact that I am backed by Canada’s leading investment dealer, with its extensive and sophisticated support structure, only enhances my depth of insight and service I provide for my clients.
My experience with helping clients attain their financial goals, coupled with my business management skills, gives me unique insight into financial planning issues for clients looking to protect their wealth while maximizing their returns.
If you feel you could benefit from a personalized wealth management plan or would like a second opinion on your existing portfolio, I would be happy to assist you in reaching your financial goals. Please feel free to contact me at your convenience.