Wealth management is a comprehensive ongoing approach to achieving financial and life goals. It extends beyond investment advice and money management by encompassing lifestyle protection, retirement planning, intergenerational wealth transfer and legacy creation. Wealth management provides the confidence to make sound financial decisions plus the freedom to live life as envisioned. It also provides a clear roadmap for the future by addressing all financial aspects at each life stage.
I draw upon the knowledge and experience from more than 30 years as an Investment Advisor to provide sound money management advice to clients. My team has the breadth of experience, expertise and credentials to develop and execute wealth management solutions.
Our services are designed for clients who have reached the stage where their financial affairs have become increasingly complex and require professional assistance managing their investment assets or simply want to devote more time to other interests and responsibilities. Our clients include:
- Busy executives and professionals looking to free their time to focus on personal and career goals
- Successful business owners and self-employed professionals who require assistance help managing personal and business assets
- Pre-retirees who want to make the most of their retirement savings as they approach retirement
- Retirees requiring innovative strategies to maximize their after-tax retirement income while protecting their financial security
- Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
- Philanthropists looking for creative ways to enhance their legacy to chosen charities
- Non-profit organizations requiring assistance managing investment assets according to specific guidelines
As an Investment Advisor at RBC Dominion Securities, I would be pleased speak with you about your financial and life goals. Please feel free to contact me today.