Trusted Guidance
Strategic Wealth Management for Professionals, Business Owners, and Families Across Generations
At RBC Dominion Securities, I offer comprehensive, personalized investment and wealth planning solutions for a diverse range of clients — including high-net-worth individuals, entrepreneurs, medical professionals, farmers, corporate executives, and multi-generational families. No matter your financial background or goals, my mission is to simplify complexity and provide clarity so you can make confident decisions about your future.
With years of experience in guiding clients through key financial milestones, I understand that no two situations are the same. Whether you're growing your business, planning for retirement, navigating a major liquidity event, or preparing to transfer wealth to the next generation, I provide objective advice and customized strategies to help you succeed.
My clients typically look to me for:
- Holistic financial planning that integrates investment management, tax efficiency, estate planning, and retirement strategies
- Succession and intergenerational wealth planning to preserve family legacies and ensure smooth transitions
- Customized investment portfolios tailored to your risk tolerance, goals, and time horizon
- Business owner solutions, including holding company strategies, corporate investment accounts, and tax-efficient cash flow planning
- Guidance for medical professionals and incorporated professionals, addressing unique needs like income splitting, asset protection, and long-term planning
- Legacy and philanthropic planning, to ensure your values are reflected in how your wealth is transferred
Backed by the unmatched resources of RBC — Canada’s largest and most trusted financial institution — I offer my clients institutional-caliber expertise with the personalized attention of a dedicated advisor. My approach is built on trust, transparency, and a long-term commitment to your success.
Let’s build a relationship that lasts generations
