If you need personal guidance with your investments, I would be happy to help. Whether you are investing for a business, an organization or an individual planning for retirement, I can custom-design a portfolio to meet your specific needs. If you are concerned about intergenerational wealth transfer, looking to preserve wealth or looking for a higher level of wealth management I can offer you access to the full spectrum of investments; including stocks, bonds, mutual funds and insurance.
I service the areas of Terrace (and outlying areas), Smithers (and outlying areas), Kamloops, 100 mile house, Vancouver, Victoria and all of the Southern Interior.
As an Investment and Wealth Advisor at RBC Dominion Securities I would be pleased to speak with you about your financial goals and objectives.
Please contact me today.