Your personal and financial goals are the baseline for wealth management. I will work with you to understand your personal goals, and collaborate with professionals throughout RBC to present strategies that can help you reach those goals. We then build on these strategies with potential solutions to be implemented and coordinated with your own tax and legal professionals.
Financial Planning
Clarifying your overall financial situation
Retirement Planning
Ensuring your retirement lifestyle
Taxation
Minimizing your tax exposures
Estate Planning
Leaving your affairs neat and tidy
Insurance
Protecting everything you've built
Credit and Lending
Using debt wisely
Charitable Giving
Giving back and creating a legacy
Individual Accounts
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Tax Free Savings Account (TFSA)
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Registered Retirement Savings Plan (RRSP)
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Registered Education Savings Plan (RESP)
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Locked-In Retirement Account (LIRA)
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Cash Accounts
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Joint Accounts