Welcome to my site


If you need personal guidance with your investments, I would be happy to help. My services are designed for individuals, families, businesses and other organizations requiring professional assistance managing their wealth. I can custom-design a portfolio to meet your specific needs. You will have access to the full spectrum of investments, including stocks, bonds, mutual funds, insurance and options.

WHO I CAN HELP

  • Senior executives looking to enhance their retirement savings beyond normal pension limits, diversify exposure to their company stock, and coordinate multifaceted financial affairs
  • Professionals such as lawyers, accountants, luxury real estate specialists, private bankers and account managers who may require assistance with their personal assets as well as a trusted partner to service shared clients
  • Incorporated professionals such as doctors, dentists, veterinarians and pharmacists who may need a greater range of wealth management options and can benefit from enhanced retirement benefits only available to them
  • Owner/managers who need help managing their personal and business assets, preparing for their upcoming business succession, converting business assets into personal assets tax efficiently and potentially equalizing their estate
  • Pre-retirees who want to make the most of their savings as they approach retirement and retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security
  • Well established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
  • Charitable foundations and non-profit organizations requiring investment management according to specific guidelines

A DISCIPLINED PROCESS IS KEY

To provide comprehensive wealth management, I follow a disciplined five-step process to keep my clients on-track to achieving their goals.

  1. Introduction – I will introduce you to the wealth management services I provide, not just during our first meeting, but on an ongoing basis as your needs evolve and new services become available.
  2. Discovery – In consultation with you, I will gain a deeper understanding of your individual needs, goals and circumstances to help you clarify your financial objectives. This includes gathering together all your important financial information.
  3. Strategy – Next, I will analyze your financial and personal information to match your objectives with smart, time-tested strategies.
  4. Solutions – I will develop thoughtful and creative solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
  5. Service – We will regularly review your situation to ensure your financial objectives are being met in light of your changing needs.

I would be pleased to speak with you about your financial objectives. Please feel free to contact me today.

Helping you achieve your personal and financial goals

Wealth management is a comprehensive approach to helping you achieve your desired financial future, and it extends far beyond investment advice.

By taking an integrated approach to wealth, we can help you:

  • Protect your lifestyle
  • Manage your nest egg
  • Plan your retirement
  • Create a lasting legacy
  • And much more

We help you and your family navigate the complexities of managing wealth by helping you understand the various financial issues, concerns and opportunities you face at every life stage.

Please don't hesitate to contact us if you'd like to talk about your financial objectives and how we can help you reach them.

Value-added wealth services

In addition to a vast array of investment products and solutions, we offer a number of value-added services to help you manage your wealth, many of which are complimentary for our clients.

These include:

  • Integration of your investment plan with your other service providers, including your lawyer or accountant
  • Access to financial planning services and a personal financial plan that addresses your cash flow, tax strategies, investments, retirement, insurance, estate planning and more 
  • Will and estate planning consultations through accredited Will and Estate Consultants 
  • Registered estate processing, tax reporting and T3 returns
  • Registered estate tax planning, including multiple and contingent beneficiary designations
  • Insurance consulting on a full range of individual life, health, segregated fund and annuity solutions
  • Custody and safekeeping
  • Annual consolidated tax reporting, including dispositions with book costs
  • Research, commentary and information on specific holdings, markets or economies upon request
  • Online integration of your RBC investment and bank accounts for consolidated viewing
  • Multi-currency account functionality
  • Automatic account contributions and withdrawals
  • Automatic mutual fund purchase and redemption plans
  • Electronic Funds Transfer (EFT) capabilities
  • Interest paid on cash balances in investment accounts
  • Corporate reorganization advice
  • Cashless employee stock option exercise service
  • Self-directed Registered Education Savings Plans (RESPs) and formal trusts for educational purposes and income splitting
  • Introduction to a full suite of RBC partners if needed for: personal, business and private banking; estate and trust services, mortgage services; direct investing; and more

Contact us

Grow more than wealth


With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

Family Wealth Management guide

Family Wealth Management guide

Learn more

Asset protection, wealth transfer and estate settlement solutions

A Will and estate plan can be more than a set of directions for executors and loved ones; proactive estate planning can provide the peace of mind knowing that your wishes will be carried out and your loved ones taken care of.

Our estate planning solutions could be ideal if you need help:

  • Investing your assets while guaranteeing a payout for your beneficiaries
  • Maximizing the wealth you pass on to your loved one through tax-minimization strategies
  • Replacing your income in the event of a disability, critical illness or long-term care situation
  • Transferring your wealth to your beneficiaries tax efficiently
  • Providing liquidity to help meet the tax obligations and costs associated with settling your estate
  • Determining the most effective way to give to the charitable causes you support
  • Managing executor or Power of Attorney duties

To learn more about protecting and transferring wealth, please contact us.