Our approach

What we do

My A+ portfolio management program with RBC Dominion Securities is designed to simplify your complex financial affairs. Unlike traditional programs, A+ fits you, not the other way around. Managed by exceptionally qualified experts and backed by ongoing research, it promptly responds to market forces, removing emotions and guesswork, and automatically re-balances to meet your goals.

How we work

Busy professionals and high-net-worth individuals like yourself have unique needs, from estate and tax planning to requiring strategic advice for personal and business finances to asset diversification and dynasty trusts. My team and I are well-equipped to address these and more, offering you the flexibility of a one-stop shop of expertise to help you build, protect, and transfer your wealth.

How we serve your wealth in its entirety

Our full-scope service offering brings together the best in professional investment portfolio management and comprehensive planning in all areas of wealth through strategic partnering with best-class-specialists throughout our robust RBC network.

Portfolio ManagementAstute, research-backed investments are the bedrock of our service. PlanningWe mitigate risk and maximize opportunity to help fulfill you and your family's ambitions. PartneringWe work with professionals at RBC and beyond, as well as your existing partners to serve you.

Professional investment management

Multi-generational support

Risk management

Wealth protection

Retirement income planning

Will and estate planning

Comprehensive financial planning

Charitable giving and philanthropy

Tax planning

Financial literacy

Legacy planning

Coordinating everyday banking needs

Optimizing business wealth

Group pensions and retirement savings plans

Credit and lending solutions

It all starts with you

Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.