Welcome to Fine Wealth Management
We are a Toronto based boutique investment management team, operating within one of the world's strongest financial institutions, Royal Bank of Canada. Starting with RBC Dominion Securities in 2002, our core mandate is the management of investment portfolios on a discretionary managed basis. Our clients consist of high net worth individuals, families and companies, across Canada, the U.S., the Caribbean and overseas. We help our clients by designing and implementing personalized investment strategies, as well as broader wealth plans, to help them simplify their lives today and achieve their goals in the future. Click the link to find out more about our multi-disciplinary approach to building our portfolios.
We pride ourselves on clear, consistent communication with our clients, and have built a reputation for honesty, transparency and professionalism.
We invite you to visit our services page to learn more about the services we can offer.
Please visit our profiles page to learn more about our team members.
If you are looking for a trusted partner to help you and your family preserve and build your financial wealth over time, please feel free to contact me directly for more information.
We look forward to having the opportunity to work with you!
Discover how my team can help meet the following wealth management needs:
Investing and Portfolio Management Invest for growth, income and wealth preservation using proven investment strategies, custom solutions and a full range of investment products.
Business Planning Invest on behalf of your corporation and gain access to essential solutions and tactics that can help mitigate your business risk.
Retirement Planning Build your capital, protect your savings and expand your income with approaches and solutions designed for each phase of your life.
Estate Planning Shield your estate's assets and make the most of the wealth you pass on by means of fundamental insurance strategies, charitable giving solutions and more.
High-Net-Worth Portfolios Gain access to the discretionary service, tailored solutions and individual support you require to effectively manage your assets.
Not-for-Profit Organizations Help meet the terms of your institution's mandate by means of our investment management, planned giving, custody and administration, and other solutions.
Let me help you clarify the big picture and get your investments working towards achieving all of your wealth management goals. Contact us to arrange an initial complimentary consultation and find out why clients choose to work with me.
