Are you on the right path to financial success?

Our investment philosophy is based on understanding your needs and then finding solutions that are appropriate for you.  We do not believe in a one-size-fits-all approach. Each investor deserves a personalized approach.

With the resources of Canada's leading wealth management provider, we can deliver:

  • Investment advice custom-tailored to your needs

  • Financial planning advice based on tax-efficient strategies that can help you build  your wealth and the value of your estate

  • Insurance strategies that go beyond traditional life insurance and incorporate tax-efficient solutions to protect your family, your lifestyle and your estate

​As your Portfolio Manager and Wealth Advisor, I have access to a full spectrum of traditional investments and risk management solutions, including stocks, bonds, GICs, mutual funds, ETFs, insurance, and annuities. I also have access to more sophisticated, fee-based money management which offers a personalized discretionary investment management service.

As an investment professional with over 20 years of work experience and  20+ years at RBC Wealth Management - Dominion Securities, I would be pleased to speak with you about your financial objectives and how I can help you achieve your goals.

Please feel free to contact me today.