As an Investment Advisor at RBC Dominion Securities I offer specialized wealth management solutions for my clients that are personalized for their unique needs. As a CFA (Chartered Financial Analyst) charterholder, I possess a wealth of technical expertise and experience to design a financial blueprint for your future so that you can have greater peace of mind. My background as a Chartered Accountant allows me to be in a unique position to collaborate with your tax advisors to offer innovative strategies to maximize your wealth.
I follow a disciplined investment process to ensure your assets are managed with a high degree of care and professionalism. I take the time upfront to educate my clients so that they are better informed to make future financial decisions.
My clients are successful individuals and families who value comprehensive solutions for their investment, tax, estate and financial planning needs all under one roof. Working with a limited number of High Net Worth individuals and families allows me to remain attuned to changes occurring in their personal and professional lives and build long-term relationships with them.
Outside of office, I like to spend my spare time with my three young children and my wife. I enjoy working out and outdoor activities such as mountain biking and golfing.
To learn about how my expertise can help you, I invite you to contact us.
