As an Investment Advisor and Certified Financial Planner with RBC Dominion Securities, I provide my clients with true Wealth Management. I have been working with clients in the financial industry for over 20 years and draw upon an extensive amount of experience.
Whether you are an incorporated health care professional, a small business owner, an employee or a retiree, together we will build a comprehensive plan that is tailored to fit you and your family. Every situation is unique, financial solutions are created based on your stage in life and your risk tolerance.
Working with a team of specialists, we will make sure you and your family maximize your wealth potential through tax management, estate preservation, insurance analysis and investment risk management. I take the time to really get to know who you are, what is important to not only you but also your family. I would appreciate any opportunity to discuss how I may be able to help you and your family.
Please contact me to set up time to meet, I am looking forward to meeting you!
