My team and I are here to sail you through life’s important decisions. And this is how we do it..

How we can help:

1.  A personalized strategy tailored to your goals

The starting point for achieving your personal financial goals is a personalized strategy tailored to your personal investment goals, how long you have to invest and how comfortable you are with market risk. Based on this, we will recommend guidelines for making investment decisions – including security selection and asset mix criteria. Over time, your plan will evolve to keep pace with your changing needs and will be adjusted to reflect current market conditions.

2.  In-depth global economic and market perspective

Making sense of today’s ever changing financial markets isn’t easy. But having the right perspective on where the markets are going – and how they affect your portfolio – is essential to succeeding as an investor.

Total Wealth Management:

To help you meet your various goals, we take a comprehensive approach that extends beyond investing to encompass lifestyle protection, retirement planning, intergenerational wealth transfer and legacy creation. With the expert support of our industry-leading RBC Wealth Management Services team, we can help you address your specific financial, tax, retirement and legacy planning concerns.