Request a proposal for wealth management services

My commitment to our clients:
1. I focus on long-term partnerships with my clients, not "one-off" solutions
2. Recommendations are made only after a thorough fact-finding process
3. Each client has a clearly outlined service plan

My goal is to find out what a successful wealth management engagement would look like for you, and to gather enough information so that we can prepare a customized proposal that reflects your unique situation.

If you find my approach compelling, I invite you to fill out the form below to schedule an initial meeting.

Our goal with this meeting is to find out what a successful wealth management engagement would look like for you, and to gather enough information so that we can prepare a customized proposal that reflects your unique situation. Thank you for taking the time to help us get to know you better.
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Meet your team

Advisor

Wealth Advisor


Advisor

Vice-President & Financial Planning Specialist, RBC Wealth Management Canada


Advisor

Financial Planning Specialist, RBC Family Office Services


Advisor

Will & Estate Consultant, RBC Family Office Services


Advisor

Vice President and Will & Estate Consultant, RBC Family Office Services


Advisor

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Vice President, High Net Worth Planning Services, RBC Family Office Services


Advisor

Vice President, Business Owner Specialist, RBC Family Office Services