Since 1988, I have provided my clients with a full spectrum of wealth management services and strategies, backed by the strength, stability and resources of RBC Dominion Securities.
Whether you are investing for yourself, your family or your business, we can custom-design an investment portfolio to meet your specific needs for growth, income or capital preservation. We provide you with access to virtually every type of investment, including stocks, bonds, GICs and mutual funds - all backed by proven investment strategy and top-ranked capital markets research. We can also assist with your various investment accounts, including Registered Retirement Savings Plans (RRSPs), Registered Retirement Income Funds (RRIFs), Tax-Free Savings Accounts (TFSAs) and non-registered Investment Accounts.
Focused on helping clients achieve their long-term investment and financial objectives, my comprehensive Wealth Management Process encompasses such diverse issues as Investment Management, Estate Planning and Financial Planning.
A strong believer in continuing education, I have acquired the designations of Fellow of the Canadian Securities Institute (FCSI) and Canadian Investment Manager (CIM). Outside the office I am a long term member of Cataraqui Golf & Country Club.
