I bring over twenty years of experience in the investment industry to my role as investment advisor. I specialize in individual guidance for your personal investment needs. Whether you are investing for a business, organization or yourself, I design tailored portfolios to meet your specific needs. With my inclusive approach, clients have an understanding of their complete financial situation. I am not satisfied until I have provided the ultimate level of client service.
I am a graduate of Carleton University where I earned a Bachelor of Arts in Economics and Political Science. I believe in continuous education and most recently completed my insurance licensing requirements.
I welcome and appreciate your introductions. If you know of anyone who might find value in my "total wealth management" approach, please do not hesitate to contact me. Not only may I be able to assist them, I can also introduce my partners from other parts of RBC Financial Group who may provide assistance with other banking needs, such as mortgages, account management and private banking.