I have always had a strong interest in the wealth management industry, and have been involved from a client’s perspective for more than a decade. This has given me first-hand experience in working with investment firms, and knowledge about the various needs that investors have at different life stages.
One thing I have learned is that investors need much more than just investment advice to help them plan their financial future. As an Investment Advisor with RBC Dominion Securities, I provide a comprehensive range of services to help every kind of retiree and pre-retiree—professional, business owner, devoted parents and grandparents—build and protect their wealth, and plan for every need and eventuality.
Wealth management is much more than just investment returns—it’s about deriving value beyond those returns. I help clients with a wide range of concerns, including:
- Investing wealth
- Protecting financial security
- Minimizing taxes
- Planning for retirement
- Selling or transferring a business
- Optimizing an estate
- Creating a charitable legacy
- And much more
I am currently welcoming new clients who may require assistance with these sorts of concerns. If you know anyone who may be interested in learning more about how I can help, please pass along my contact information. I am also happy to offer complimentary “second opinions” to anyone curious about their current wealth plan, investment portfolio, or wondering if they are on the right track.
Feel free to contact me with any questions, comments, or concerns regarding all things financial, or to receive our newsletter.