Helping well-established families, women in wealth, business owners and healthcare professionals build and preserve their wealth with integrity, courage and confidence.
I am an Investment & Wealth Advisor at RBC Dominion Securities, a division of RBC Wealth Management. We are the leading Wealth Management firm in Canada providing a full suite of services to our clients.
There is no one size fits all when it comes to looking after the wealth management needs of my clients. Everyone's goals, priorities and circumstances are unique and special to them. But the one thing that remains the same with all of my clients and the people I interact with is my commitment to integrity (honesty, trustworthiness and strong moral principles), courage (having the courage to ask the hard questions, have meaningful and sensitive conversations and stick with you through the heartbreaks as well as the triumph of high achievement) and confidence (providing you with the assurance that you will be given expert advice and have access to world class resources that will be tailored to helping you achieve your goals and lifestyle dreams).
I have been providing sophisticated wealth management advice and guidance to high-net-worth clients for over a decade. Drawing on a previous 20 year career as a lawyer (including eight years as a Will & Estate Consultant with RBC Family Office Services) and my designation as a Trust & Estate Practitioner, my strength lies in comprehensive wealth planning strategies (including tax, trust and estate planning, business owner planning, philanthropy and risk management) and my passion is helping high-net-worth individuals, families and business owners coordinate all aspects of their wealth into an organized roadmap towards achieving the goals that are unique, personal and meaningful to them.
I am also very proud to specialize in working with Women in Wealth. As women are earning more, taking higher power positions, inheriting more, starting more businesses and controlling more of the global wealth, the future is set to be transformative for women. It is an honor and a privilege to advocate for, empower and advise women as they invest in themselves and take control of their wealth.
My clients appreciate the integrity, confidence and courage I bring to my practice, as well as my highly proficient legal and tax perspective. My breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for my clients who need solutions for broad and complex wealth management needs.
