Welcome

At RBC Dominion Securities, we have helped Canadian investors achieve their financial goals since 1901. Today, we are Canada's leading full-service investment firm, with over 400,000 clients across Canada. Whether you are investing for yourself, your family or your business, we can custom-design an investment portfolio to meet your specific needs for growth, income or capital preservation.

With over 15 years of industry experience, I have helped families and businesses achieve their financial and investment goals. With a focus on financial planning, I provide clients with guidance in accumulating wealth and growing assets, protecting wealth by managing risk, converting wealth to an income stream, as well as, creating an enduring legacy. The PFP (Personal Financial Planner) designation allows me to provide my clients with a full comprehensive financial plan. With the support of a team of specialists drawn from RBC Wealth Management member companies, I look forward to helping you address the various wealth management needs through each stage of your life.

Born and raised in Calgary, I spend my free time with my wife and family. I enjoy golfing, skiing, and playing basketball.

As an Investment Advisor at RBC Dominion Securities, I would be pleased to speak with you about your financial objectives. Please feel free to contact me today.

Achieve and maintain a comfortable retirement

Whether you're years away from retiring, close to retirement or already retired, a comprehensive plan and expert advice are critical in building and protecting your retirement dream.

We're there every step of the way, delivering the strategies, service and solutions that you may need to help achieve or maintain a comfortable retirement.

Our retirement planning solutions can be ideal if you need help:

  • Projecting your retirement needs and the steps required to achieve them
  • Creating diversified, tax-efficient retirement income with your nest egg
  • Protecting your wealth with the right balance of risk and reward
  • Keeping track of your savings goals and portfolio performance
  • Considering the tax advantages of holding certain investments outside of an RRSP
  • Planning when to withdraw from your investment accounts tax-efficiently
  • Designing a tax-smart estate plan for a quick and efficient transfer to your loved ones
  • Safeguarding personal assets and your family's lifestyle from adverse events
  • Building an enduring legacy with your capital, time and passion
  • Planning family income-splitting strategies

To learn more, please contact us.

Retirement Checklist

Retirement Checklist

Contact us for a free copy of the Retirement Checklist