Professional Wealth Management
When it comes to investing, success rarely happens by chance. To succeed as an investor, you need a proven process that doesnt take chances with your success.
Money Management: Managing money is at the very core of how I help my clients. I recommend using a disciplined proven process. Following the findings of RBC Asset Managements researchers and portfolio strategists ensures that your portfolio is always comprised of high quality investments and is directed by our most current outlook. I look forward to showing you how the process works.
In addition to investment management, I offer the full range of wealth management services:
Financial Planning: Our Financial Planning service will help clarify your personal and financial goals and objectives. A financial plan can provide you with an important guide or road map to your financial future. After an analysis of your situation, we will provide you with specific recommendations on how to manage your finances today and in the future. Will & Estate Planning: Will and Estate Planning consultations are available through accredited Will and Estate Consultants, which can provide you with information on structuring your estate in an efficient and tax-effective manner. Some of the Estate Planning issues that can be reviewed are: your will, effective use of trusts, insurance and powers of attorney. We can work with your lawyer and accountant to ensure the structures are most appropriate for your unique circumstances.
Insurance Consulting: A full range of individual life, health, segregated fund and annuity solutions are available to you. We represent Canada's leading life insurance providers. We can review your existing insurance policies and provide an assessment of your goals and objectives that can be met with tax effective insurance-based solutions.
Banking Services: If you are in need of better banking facilities, RBC Bank can provide a full range of banking and credit services. Couple this with an impressive level of personal attention through a dedicated relationship manager and you will experience banking at its best. Mortgage specialists are also available through RBC. Dedicated mortgage specialists make financing property a rewarding and stress-free experience.
Professional Network: We also offer access to our network of professionals such as lawyers and accountants to help ensure that the various issues related to the management of your wealth are properly addressed. If you have existing relationships with professionals in these areas, we would be pleased to work together with them to coordinate our efforts.
Other Services: As a member of one of Canadas leading financial institutions, I am able to bring a truly global offering to you. With that in mind, if you have an interest in or a question about a service you do not see listed here please ask me.
My Commitment: I provide professional wealth management. In order to maintain a premium level of service, my practice is designed to accommodate a limited number of qualified clients. If my service doesnt fit or suit your needs I will recommend other solutions for you.