As a Wealth Advisor at RBC Dominion Securities based in Calgary, I work diligently with individuals and families to grow and preserve their wealth. My ultimate objective is to assist my clients pursue and achieve their short and long term financial goals.
With 15 years in the financial services industry, my team and I bring diverse expertise, uncompromisingly integrity, and an unrelenting drive to provide world class service. This work ethic and client-centric philosophy is the impetus that drives our focus on the wealth management and retirement planning needs of our loyal clients.
I recognize that each client has individual financial needs, as such; I believe in empowering and educating clients whilst working diligently to understand their financial choices. I help them develop achievable goals and implement strategies that assist them in attaining their personal plans.
As a Charted Financial Analyst (CFA), Certified Financial Planner (CFP), and a member of the CFA Society Calgary, I understand that my clients are the most important part of my business. I also recognize that personalized service is essential but dynamic when matching clients with the right wealth strategy and solution.
Whether your current goals involve financing a child’s college education or planning for retirement, I will work closely with you, in a collaborative fashion, to help you: 1) identify the best options; 2) navigate challenging and turbulent market conditions; 3) assist you in building and preserving your wealth.
Our team focuses include:
- Investment planning
- Retirement planning
- Tax planning
- Insurance planning
- Estate planning
- Generational wealth transfer planning