With over 30 years' experience as an Investment Advisor and Portfolio Manager, Al's mandate is to be his client's central resource for financial advice. As their advisor, his role is to provide guidance in helping them achieve their long-term investment and retirement goals and provide convenient, in-house access to a team of highly-accredited experts in the areas of financial planning, will and estate planning, insurance, tax and banking.
The majority of Al's clients are business owners and professionals. For these clients, a secure and comfortable retirement is the primary financial objective. Al's approach to wealth management tends to attract clients who are pragmatic, fiscally conservative and acutely aware of the value of their time. They recognize the merits of working with an experienced advisor at a large, stable financial organization that provides the broadest range of wealth management services and is the leader in its industry. Al continues to accept new clients with a minimum of $2 million in investment assets.
RBC Dominion Securities is Canada's leading investment advisory and wealth management firm, serving private investors since 1901 and trusted by more than 500,000 clients across Canada and around the world.