My passion is helping people improve their financial security. I add strong value to senior executives, business owners, and professionals by leveraging 18 years of investment experience to effectively coordinate clients' overall financial affairs.
Investment management is at the core of what I do, but specialists on my team compliment my focus by offering tax-minimization strategies; true financial / retirement planning; estate planning; and high-level insurance strategies. (I offer insurance products through RBC Wealth Management Financial Services Inc., a subsidiary of RBC Dominion Securities Inc.).
Many people who are "reasonably satisfied" with their overall financial picture are ultimately surprised at the degree to which their affairs can be improved once they obtain an objective second opinion from my team.
My work with clients involves a personalized approach, on-going education, and a focus on the fundamentals of intelligent investing. I enjoy acting as a resource for people, and I am always willing to speak with those who believe my services can assist them in charting an improved path for financial success. I can be reached anytime at firstname.lastname@example.org or at (905) 738-5810.