Focusing on the full picture

Whatever your needs may be, our team will help you analyze your current financial situation and create a consolidated, cohesive wealth management strategy using the following services:


Investment Planning

Investment accounts available include Individual & Spousal RRSPs, Group RRSPs, LIRAs, RRIFs, LIFs, TFSAs, IPPs, non-registered investment savings accounts and more.

Retirement Planning

Wherever you are on the path to retirement – saving for retirement, protecting retirement savings or maximizing retirement income, our team I will help ensure that your retirement years are comfortable and secure.

Estate Planning

Helping you build and effectively manage your wealth and investments is just one of the ways we can help meet your needs.  However one would argue that what you keep is just as important. Using insurance strategies and other solutions, we can help you protect your wealth during your lifetime, preserve the value of your estate for your intended beneficiaries, and help you tax-effectively transfer your wealth to family members, a favourite charity or other beneficiary.

If you've been appointed as an executor, we can help ease the burden with over a century of estate and trust experience through our Royal Trust partners.

Insurance Planning

With our insurance-based solutions, you can enhance your retirement income, protect your family's financial security from adverse events, safeguard your business, and maximize the value of your estate for your beneficiaries.

Business Planning

Every day, you make crucial decisions affecting the financial health of your business. You know how important it is to have the best possible services and products to help effectively manage your finances. Making the right financial decisions is a big responsibility —and we can help. Find out more here.

Education Planning

There are several different ways you can save for a family member’s education, such as saving through a non-registered account or creating a formal trust — but a Registered Education Savings Plan (RESP) offers many important advantages. An RESP combines flexibility, tax-deferred investment growth and direct government assistance to help you reach your education savings goals.

Financial Planning

Our approach to financial planning focuses on the development of a written comprehensive plan that that looks at every financial decision that impacts your life and includes projections to determine if you’re on track to meet your financial goals.  A financial plan can answer important questions affecting your family’s financial situation.

Credit and Lending

Think of out team as a one-stop-shop offering you the best that RBC can offer.We have carefully assembled a team of subject-matter experts and professionals who work collaboratively to deliver the key solutions you need – key members of my team including partners from RBC personal banking, commercial banking, small business banking and private banking offering you a full suite of banking options and a sophisticated range of credit tools.

Charitable Giving

It feels good to be able to support charitable causes you care about in a meaningful way. Whether you want to help fund life-saving medical research or health-care improvements, encourage artistic, environmental or educational endeavors, or help people in need, your charitable gift can make a real difference in the lives of deserving people.


When you are ready to take the next step, contact us directly.