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Investment Advisor
RBC Wealth Management Canada’s Family Office Services team of highly accredited lawyers, accountants, and financial planning professionals help us deliver a level of integrated wealth management expertise traditionally only available to the most affluent families.
Specialists with in-depth knowledge of trust, estate, and tax law, RBC Royal Trust professionals can provide individuals, families, and businesses personalized estate, trust, and incapacity services.
Through award-winning RBC Private Banking, as well as RBC Premier Banking Advisors, we can offer our high-net-worth clients sophisticated everyday banking solutions – from credit and lending to cross-border banking – at preferred rates.
The specialists at RBC Business Banking have the industry-specialized and sector-specific experience required to help us seize opportunities, reduce risk, and preserve capital for business owners operating in a broad range of industries.
We have access to exclusive and valuable insights on market opportunities and risks from the seasoned analysts and strategists at RBC Capital Markets, widely recognized as an innovative and trusted partner with in-depth subject matter expertise.
An international group of some 100 independent investment analysts, the RBC Portfolio Advisory Group produces timely and objective market research that can help inform and reinforce our investment decisions for you.
Buying a home is a major decision. Renovating a home is another. Whether you’ve just started your research or are actively house hunting, having a responsive, approachable professional deliver personalized advice can help you make your housing goals come to fruition and bring insights along the way.
As you make progress towards achieving your goals in life, you may discover your financial situation becoming increasingly complex. When you reach this stage in life, and require professional assistance with the management of your wealth, I can help. Everyone is different and this is never more apparent then when it comes to the investment decisions people make. Some are looking for growth, others for income, many would like a complete financial plan while some people simply want to preserve the wealth they have spent the better part of their life accumulating.
Whatever your objective it is my belief that you will benefit from a strategy that is tailored to your unique investment goals. As a full-service Advisor I focus on providing my clients with financial solutions that are specific to their individual needs and circumstances. My role is to develop a process and discipline for managing your portfolio that is consistent with your investment objectives and your tolerance for risk. I also provide you with a comprehensive financial plan which includes insurance and estate solutions. Backed by the century-old tradition of RBC Dominion Securities – Canada’s leading full-service wealth management firm – you can be confident that you will get the professional advice and services you need. Whether you’re looking for personal wealth management for yourself, your family or your business, I have the expertise to help you achieve your goals To find out how your financial portfolio would benefit from a more customized approach contact me directly at (403) 341-8852.
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