Wealth is not just about money, and wealth management goes beyond just investments. It examines your overall financial well-being and ensures that you achieve your life and legacy goals.  My team and I provide affluent Canadians an exclusive wealth management experience, similar to a “family-office.”

My professional network within and outside of RBC is comprised of financial planners, accountants, lawyers, research analysts, investment managers, portfolio managers, economists, estate planning specialists, insurance specialists, commercial and private bankers, merger and acquisition specialists, business owner services, real estate specialist, etc...

Our main objective is to help you grow, protect, and transfer your wealth, in the most cost and tax efficient manner. We do this by creating a structured and customized financial plan for you, which shows you your complete financial picture. We then follow a disciplined, objective, and prudent investment process to achieve the goals determined in your plan. 

Click on the links below to learn more about some of our services and who we help.




Who We Help



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