My credentials include a fourteen-year legal background as a litigation lawyer prior to entering the investment business in 1990. I am among the leading Investment Advisors at RBC Dominion Securities in Canada as a Senior Investment and Wealth Advisor. The focus of my business is two-fold. Firstly, I specialize in the investment of reserve funds for "non profit" clients such as municipalities, unions, institutions, associations, charities, and foundations. I have also developed specific asset planning and wealth management strategies for qualified high net worth individuals.
My clients find it comforting to know that I bring a level of professional integrity to this business, which includes a keen understanding of the fiduciary responsibilities that exist between professional and client, and I would welcome the opportunity to service your investment needs in a similar fashion.
