Welcome to My Site
I established my wealth management practice with RBC Dominion Securities in Muskoka September 2012 after spending a decade on Bay Street in Toronto refining my investment management skills. Through my experience in Investment Banking and Institutional Equity Sales I have an in-depth knowledge base on investing in capital markets. This institutional experience is evident through our institutional investment management approach which until recently was not available to the retail investor. My team compliments investing with comprehensive wealth management. Wealth management extends beyond investment advice and money management, helping you protect your lifestyle, manage your nest egg, plan for your retirement and create your legacy. Whether you're looking for personal wealth management for yourself, your family or your business, we have the expertise to help you achieve your goals.
Who We Can Help
Our services are designed for individuals, families, businesses and other organizations that have complex wealth and require professional wealth management.
- Well-established people seeking professional guidance managing their complex wealth and transitioning their wealth.
- Business owners who need help managing their personal and business assets. We specialize in business succession planning, liquidity events and transitioning wealth.
- Pre-retirees who want to make the most of retirement savings as they approach retirement.
- Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security.
What Makes Us Different
- We listen to what your unique goals and needs are to tailor solutions just for you.
- We believe that the one thing that is missing in most financial relationships is the ability to co-ordinate various professionals to work and communicate together as a cohesive group, to ensure that your wealth is all rowing in the same direction.
- We believe in providing a very high level of service. We strive to be readily available anytime you need us and have direct open lines of communication. We only work with a select group of clients to ensure our service levels remain exceptionally high.
- We strive to be transparent and ensure our clients see value for the fees they are charged.
- I am committed to Muskoka and clients.
- I have set down significant roots with my own family in Muskoka and I am here to stay.
- I will be here to help you through many stages of your life and into your legacy.