Achieve financial freedom with professional wealth management

You’ve achieved a lot in life, yet there’s so much more you want to do. Maybe you want to help your loved ones with a milestone purchase or fund your new business venture. Your next project may be to create a lasting legacy for future generations or, perhaps, you'd like to make a meaningful difference in your community, right there, right now.  Whatever your goals are, we take the time to understand what you want to accomplish with your wealth.

In many cases, the key to a comprehensive financial plan is the level of customization it offers. Our industry-leading partners at RBC Wealth Management can help you design a total wealth strategy that incorporates lifestyle protection, retirement planning, business succession planning, intergenerational wealth transfer and legacy creation.

Tailored to your individual needs, we provide the professional advice you require today and in the future. Your wealth is indeed just the beginning – it’s a way to achieve more, give more, and experience more.  We'll help manage your investments, plan your retirement, protect your financial security and plan your estate, so you can take comfort knowing you’re receiving expert advice through each stage of your life.

Contact us to learn how our knowledgeable team of professionals, backed by the resources of RBC Wealth Management, can help you grow more than wealth.

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Michael Segal

Michael Segal, CIM, BA (Econ)

Senior Portfolio Manager & Wealth Advisor

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Rosemary Connolly, CIM, PFP

Associate Wealth & Investment Advisor

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