A Wealth Management Strategy Tailored to You


My approach to managing wealth begins with truly understanding your goals. Before putting your personalized long-term investment strategy in place, I must be knowledgeable about you, your business and your family. This practice integrates financial planning, will and estate planning, tax planning, risk management and investment management.

My services are best suited to professionals, business owners, retirees and their families who are looking to put a comprehensive and diversified strategy in place for the management of their wealth.

I would be pleased to speak with you about your financial objectives. Please feel free to contact me today. 

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View to the Horizon: a market update with Dominick Hardy, Senior Portfolio Manager, Canadian Equities

Apr 22, 2021 04:00 PM Pacific Daylight Time - Apr 22, 2021 05:00 PM Pacific Daylight Time
Virtual Event West Vancouver, BC

More than 12 months into a global pandemic, we are all wondering when life will get back to normal. As we seesaw between the disappointment of further COVID related restrictions and hope provided by the vaccine rollout, Dominick Hardy, Senior Portfolio Manager with the RBC Dominion Securities Portfolio Advisory Group, will provide some much needed insight regarding Canadian equity markets.

 

WebEx Event access instructions will be provided upon registration.

 

Guest speaker: Dominick Hardy, Senior Portfolio Manager, RBC Dominion Securities. Dominick's career began in 1992 with experience in audit, taxation, corporate banking, loan syndication, and investment banking. He joined RBC Wealth Management as a Portfolio Advisor in 2004 and is one of the co-founders of the Equity Income Guided Portfolio and the PAG A+ Canadian Core Dividend Portfolio. Earlier, Dominick was the director of corporate finance and treasury services at a publicly traded company. Dominick is a CA, CPA, and CFA charterholder.


Estate Planning in the time of COVID-19, Webinar

Feb 10, 2021 12:00 PM Pacific Standard Time - Feb 10, 2021 01:00 PM Pacific Standard Time
Location To Be Determined

Many of my clients have valued a review and update of their estate plans given the current pandemic environment. Please join us as Leanne Kaufman, President & CEO of RBC Royal Trust, takes us through what you need to know about the fundamentals of Estate Planning. Leanne will discuss considerations for Wills, the importance of appointing a power of attorney, how to incorporate trusts in your estate plan and how an RBC Wealth Management advisor can help you navigate your estate planning needs. Lois Yonash, Senior Trust Advisor from RBC Royal Trust will be available to answer any questions you might have following Leanne’s presentation.


Jordan's #MarketMemo

Is the Fed on the road to raising interest rates?

Jun 18, 2021

The Federal Reserve’s June meeting opened the door to asset purchase tapering and interest rate hikes, but we see a long journey ahead.

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Inclusive recovery is imperative for Canada’s labour market

Jun 10, 2021

Finding ways to better engage the skills of visible minority workers could boost GDP by close to $30 billion per year.

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Can the Financials sector keep the rally going?

Jun 10, 2021

Optimism over the post-pandemic recovery has fueled the Financials sector’s heady rally. We see a number of catalysts that can push the sector higher.

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