I’ve spent more than 25 years helping individuals, families, and business owners build, protect, and enjoy their wealth. As a Wealth Advisor with RBC Dominion Securities, I take pride in providing advice that is personal, practical, and tailored to each client’s goals.
Earning my Chartered Investment Manager (CIM®) designation has deepened my expertise in portfolio construction and investment strategy. For my clients, this means access to disciplined approaches designed to balance growth, risk, and peace of mind in a way that’s aligned with their unique objectives.
I work closely with a network of professionals in areas such as tax, estate, insurance, and business succession planning. Together, we ensure that clients have access to fully integrated solutions that support their goals for today and the future.
I stay engaged with the markets and continuously explore a wide range of investment strategies, so my advice reflects the realities of an ever-changing financial landscape. Whether it’s simplifying portfolios, reducing fees, or creating strategies that bring confidence and clarity, my focus is always on delivering value that matters most.
Outside of work, I enjoy spending time with family and friends, perfecting my golf swing, and keeping up with my Bernedoodle, Zeke.
