I’m passionate about helping our community grow their financial well-being, and happy clients are the highest compliment I can receive. I’m honoured to help you achieve greater financial success and confidence.

For more information, to subscribe to Advisor updates or to schedule a complimentary consultation, please complete the form below. Required fields are marked with an "*".

Please be advised that any information sent through this form is not considered secure and privacy can not be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields

Grow more than wealth

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

Build your business and personal wealth with expert advice

Owning and operating a successful company commands a lot of time and attention. Every day, you make critical decisions that affect the financial health of your business. So, you know how important it is to have the best possible services and products to help effectively manage your finances — we can help.

Our business owner solutions can be ideal if you need help:

  • Managing business and personal assets separately but efficiently
  • Investing, preserving and maximizing surplus cash
  • Designing a succession plan for a smooth transition
  • Creating diversified, tax-efficient income with the sale proceeds
  • Protecting against the sudden loss of a key employee using insurance solutions
  • Safeguarding personal and business assets from adverse events
  • Building employee loyalty with employer-sponsored retirement plans

Recent Posts

Does your family have a succession plan? Tips for maintaining harmony

May 01, 2024 | RBC Wealth Management

Why having ongoing multigenerational conversations with your loved ones is important when discussing the family business.

Read more

The value of having a strategic charitable giving plan in place

May 01, 2024 | Leanne Kaufman, President and CEO, RBC Royal Trust

Planned philanthropic giving can help create a beautiful legacy.

Read more

You have a business plan. What’s your retirement plan?

May 01, 2024 | RBC Wealth Management

Planning options to consider in building a retirement nest egg as a business owner.

Read more

How can we help?

For more information, to subscribe to Advisor updates or to schedule a complimentary consultation, please complete the form below. Required fields are marked with an "*".

Please be advised that any information sent through this form is not considered secure and privacy can not be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields