My Promise
Every process starts with a conversation about you, your investing history, personal background, family life, interests and most importantly your long term objectives. The discovery process is valuable; it lays the foundation for a relationship where your financial and lifestyle goals are always front and center.
Once we establish what is most important to you, it becomes my priority to provide the solutions. Together with the industry-leading RBC Family Office Services Team, no goal is unattainable. The solutions vary and often incorporate a financial plan, tax analysis, trust services, estate and business planning.
Your investment portfolio is built with a goals based approach and always compliments your long term objectives. Portfolios are custom built with the support of RBC’s research platform and our partnerships with some of the world’s leading investment managers. We build your portfolio using a flexible range of products and asset classes – there are no limitations or set structures, everything is customized to your needs.
My Clients
I work with professionals, entrepreneurs and real estate investors seeking to diversify their holdings. We form inter-generational links within a family by incorporating adult children into wealth transfer plans - an often forgotten but important step to ensure the preservation of a family legacy.
RBC is one of the world's safest and most resourceful banks, I am proud to share these benefits with all of my clients.
