“We don’t all wear blue suits.”
Such a simple saying of my father’s but one that has been a guiding principle throughout my life. What does it mean? We’re all unique; you, me, everyone. It’s why we believe our first responsibility is to fully understand what really matters to our clients. What are their goals and dreams and, also, what keeps them awake at night? Only when I understand what is truly important can I then use my knowledge and experience to work most effectively with my clients to help them achieve their goals and objectives.
I am a Chartered Professional Accountant (CPA) by training, having specialized in personal and corporate taxation in public practice before joining RBC Dominion Securities in 1997. This combination of a tax and accounting background and more than two decades of experience in the field of wealth management are among the key attributes that help to separate me from other advisors in the community.
If you are seeking investment or portfolio management advice or simply looking for a second opinion; we would be pleased to discuss how we can put our expertise to work in order to help you achieve your goals. To arrange a meeting, please contact my Associate, Karalie Schwark at 613-549-0152 or click here to contact us.
Click here to meet the Joyce Wealth Management Team.
Wealth Management is a comprehensive approach to helping you achieve your goals in life. It gives you the confidence you need to make sound financial decisions, plus the freedom to live the way you want. What's included in wealth management?
- Investment Management
- Financial & Retirement Planning
- Business Succession Planning
- Estate Planning
- Credit & Lending
- Education Savings
- Charitable Giving