“Working through RBC Dominion Securities, I take my role as a privilege to work alongside families in ensuring their financial stability and prosperity now and for generations to come."

Our commitment to our clients

“I take great care of my client relationships when delivering prudent investment advice. To ensure that, I aim to deliver the following in every client engagement”: 

 

  • Clarity: in understanding my clients’ intentions and values, and in ensuring that my recommendations are distinct and clear. 
  • Confidence: in knowing that my clients can decide on the provided advice with certainty. 
  • Control: in knowing that the recommendations made provide my clients with financial control, and with the professional guidance that RBC is known for.

 Investment solutions

 

We can implement an advisory-based, professionally managed or third-party investment management approach, or a combination of these options in order to design your personalized investment strategy. This includes a risk evaluation, portfolio performance analysis, design of an appropriate asset

allocation mix, fee analysis, and tax-efficient investing.

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Family Wealth Management

 

We take the time to understand your personal and financial circumstances, customize a financial plan to best optimize your situation, implement a tax -efficient investment strategy to foster asset growth and cash flow stability, and provide ongoing monitoring for proximal development throughout each stage of your life.

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Philanthropic advisory services

 

Make a difference for the causes and organizations you care about, and discover how a structured plan for charitable giving can encompass your values and complement your wealth and legacy planning. Together, we’ll create philanthropic strategies to maximize the effectiveness of your charitable intent.

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Business Owners & Executives

 

Owning a business can be extremely rewarding but it requires making many decisions that will have future implications. I can guide you in making the decisions that will have a positive impact on your financial well-being and security.

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Recent Insights

Three key ESG themes for 2024

RBC Capital Markets' Sustainable Finance Group provides an overview of three key environmental, social and governance themes that it believes will shape the sustainable finance market in 2024.

Nuclear energy sector getting the push it needs

The nuclear industry is experiencing a rebirth amid the global energy transition, a time of economic and energy security uncertainty and a generational shift of preferences.

Biodiversity: Investing in the world’s most important asset

Investments in solutions that fight nature and biodiversity loss are a vital step in curtailing climate change and nature-related risks.

Interest rate mood swings

April brought the usual spring showers, but it also brought some adjusted central bank rate cut expectations. We examine the what and why of the revisions and explain how investors should proceed.