Using a Balanced Approach to Achieve Your Goals

My clients and their needs are the foundation of my business. Our relationship is built on trust and integrity. We work together to establish a balanced approach in order to meet individual end goals. I provide all of my clients with a suite of high-level services to help them achieve their objectives, whatever they may be.

 

Solutions Designed For You

Using a balanced approach, I create a comprehensive financial strategy designed specifically for you and your unique personal and financial needs and goals. I have over twenty years of experience dealing with a wide array of clients including individuals, families, business owners, individual pension plans and corporations. I specialize in various strategies, such as Global Discretionary Portfolio Management, Capital Preservation, Retirement Funding, Insurance Solutions and Intergenerational Planning.  

Grow more than wealth


With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.