As a Senior Investment Counsellor with RBC PH&N Investment Counsel, my focus is working with affluent individuals and families, charitable foundations, and small businesses to develop customized wealth management solutions. My experience includes working with executives, business owners, physicians and charitable entities in determining appropriate and suitable investment policy and investment strategy implementation.
I believe that success requires a detailed and custom wealth plan, a targeted diversified investment solution, a long term outlook, and disciplined execution. Working with a select group of clients has enabled us to build lasting relationships that go beyond the normal metrics of portfolio management. Leveraging the broad expertise of my immediate team within PH&N and my other partners within the greater RBC family, like RBC Private Banking, RBC Family Office, and RBC Royal Trust, allows us to bring truly bespoke and holistic wealth management solutions to our clients.
I bring over 35 years of financial services experience to my role. I have a degree in Economics from the University of Calgary. I have been awarded the Personal Financial Planner (PFP), Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations from the Canadian Securities Institute. I am a CFA charter holder and a member of both the CFA Institute and the Calgary Society of Financial Analysts. RBC's scale and on-site expertise in major financial centers around the world, allows us to bring both domestic and global investment opportunities and solutions to our clients' portfolios. With operations across Canada, Europe, Asia, and the Americas, RBC has the international reach and local knowledge needed to ensure we bring a platform and service offering that is second to none. RBC Bank & RBC PH&N are uniquely positioned to ensure that our clients get the best opportunity to succeed.
