A Premier, Boutique, Wealth Management Experience
Wealth is not just about money, and wealth management goes beyond just investments. It examines your overall financial well-being and keeps you on track to achieve your life goals.
I help affluent Canadians reach their goals, while delivering personalized financial planning, exceptional service, and the highest quality investments that are exclusive to RBC Dominion Securities. My investment philosophy is to protect and grow your hard earned wealth, in a cost and tax efficient manner. I accomplish this by utilizing a unique, objective, and prudent investment strategy.
My clients have access to RBC Wealth Management's exclusive global resources and a highly skilled and experienced team of experts, such as: portfolio managers, financial planners, research analysts, tax specialists, lawyers, accountants, investment managers, bankers, wills & power of attorney consultants, estate planning specialists, retirement specialists, risk managers, economists, business owner's specialists, health care professionals' specialists... and much more!
Above all, my practice is built on my fundamental life values of honesty, integrity and commitment. My mission is to provide you peace of mind by taking good care of you and your family, so that you may relax and enjoy your free time.