My Personalized Approach:
Is to provide comprehensive services designed to address your multi-faceted financial concerns, simplify your life, give you the freedom to pursue your other priorities and provide you with the confidence that your goals will be achieved. Whether you need assistance managing your familys wealth, maximizing your business investments or providing stewardship for non-profit assets, RBC Wealth Management brings together the solutions you need in key areas such as financial planning, private banking, investment management and estate and trust services. Tailored to your individual needs I provide the specific services you need, today and in the future. Supported by a team of specialists drawn from RBC Wealth Management member companies, We help you address your various wealth management needs through each stage of your life:
Accumulating wealth and growing your assets
Protecting your wealth by managing risk
Managing the affairs for a loved one
Converting your wealth to an income stream
Transferring wealth to your heirs
Creating an enduring legacy
I would be grateful for the opportunity to work with you and your family in ensuring you achieve your dreams.
The biggest compliment we can receive is a referral from a satisfied client. If you know someone who may benefit from our Family Wealth Management approach, please let us know.