Your wealth quarterback.
You’ve achieved a lot in life, yet there’s so much more you want to do. Maybe you want to help your loved ones with a milestone purchase or fund your new business venture. Your next project may be to create a lasting legacy for future generations or, perhaps, you'd like to make a meaningful difference in your community, right there, right now. It could be that you yearn for a legendary life of adventure, or maybe a simple, cozy retirement is exactly right.
Whatever your goals, I will take the time to understand what you want to accomplish with your wealth. You can have peace of mind knowing that your Advisor is a Wall Street trained investment banker, a CFP and CIM designation holder, a Globe and Mail columnist on wealth topics, and experienced working with high net worth families and business owners.
For all high net worth clients, neither investments, nor banking & credit, nor tax & legal planning should be be tackled individually - all wealth planning requires coordination. I do two things for clients:
01 | Managing your portfolios
I leverage my investment management expertise to build and manage a unique portfolio of assets for your unique financial circumstances.
02 | Coordinating your affairs
I utilize my extensive toolkit within the RBC universe to provide clients with a one-stop-shop, family office style, wealth management experience. This includes complimentary:
If you would like more information or would like a complementary review of your current investment portfolios or financial plan, send me an email by clicking here.
