As a Senior Portfolio Manager and Wealth Advisor at RBC Dominion Securities, I have over 15 years of experience in providing personalized and comprehensive investment solutions for individuals, pensions, and non-profits. My team and I specialize in family wealth management, developing holistic and customized wealth plans that encompass the current and future goals of our clients and their generations.
I hold numerous advanced designations, including the Canadian Investment Manager (CIM), Derivatives Market Specialist (DMS), and Family Enterprise Advisor (FEA), which demonstrate my expertise and commitment to high standards of professionalism and ethics. I am also a discretionary portfolio manager, which gives me the ability to fully customize every portfolio, with every product available, regardless of the client's situation. My specific focus is on coordinating the overall strategy, selecting the optimal investment mix and managers, conducting advanced wealth planning, building and maintaining client relationships, and collaborating with other professional advisors.
