I am a Portfolio Manager & Wealth Advisor in the Newmarket office of RBC Dominion Securities, Canada’s leading Wealth Management firm. By taking a comprehensive Wealth Management approach that combines personal financial planning with Investment Management, I am able to help client’s gain peace of mind as we navigate and guide through all life stages.
Whether you are focusing on building your nest-egg, looking to maximize your lifestyle in retirement, or looking for help with managing family wealth through to the next generation, working with the right team of professionals can make all the difference.
Having a tailored Investment plan, and providing sound investment advice to clients is only half the job. By taking a big picture, family focused approach to the Wealth planning process, we are better able understand client’s personal and financial needs and goals, so we can bring in the needed specialists to help grow, preserve, or transfer wealth for our clients.
I began my career in the financial services industry in 1999 working with the leading Discount Brokerage firm in Canada. After taking a number of progressively more senior roles within that business, in 2005 I became an Investment Advisor so I could get back to working directly with clients.
In 2006, I earned the Chartered Financial Analyst designation (CFA) which is a globally-recognized professional designation measuring and certifying the competence and integrity of financial analysts.
Outside of the office I enjoy spending time with my wife and three boys, who play competitive Hockey and Rugby.
