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 goals, while creating a meaningful legacy.
RBC Dominion securities is Canada’s premier full-service firm,  and allows me to offer true comprehensive and integrated wealth management.  I am running a boutique, private wealth management practice, similar to a 'family-office', where service is of most importance to my team and I.  We provide an exclusive experience featuring high-touch personalized and discrete financial services.
Preservation of capital, risk management, and protecting your purchasing power are my top priorities. I ensure that performance stays ahead of the eroding effects of inflation and taxation. I employ sophisticated strategies such as institutional investments, disciplined portfolio management, Trusts, charitable donation of stock, capital gains planning, income production, and insurance.
My team is comprised of highly qualified wealth management specialists, and we offer a wide range of services, such as Financial Planning, Estate Planning, Inter-generational Planning, Risk Management, Retirement Planning, Banking & Lending, and Charitable Giving. We are here to guide you through every life stage, and offer customized solutions to your unique needs.  
We lead you through a process to build your wealth, and take care of your entire financial well-being. You can have peace of mind and spend your time doing what you enjoy most, and pursue your life goals.


If you would like a review of your investments or financial plan, then please do not hesitate to contact me. I would be happy to provide you a complimentary, confidential consultation.