Professional Wealth Management
I run a Wealth Management Practice with RBC Dominion Securities in Aurora and Newmarket Area. We work with and provide solution based advice to local families, busy professionals and business owners. Together with my extended wealth team we offer expertise in Estate, Financial, Insurance and Business Succession planning, working together towards a common goal of delivering exceptional advice, guidance and service, providing clients with the resources to live their lives fully and with purpose.
Using a comprehensive approach to planning and investment advice, we provide customized strategies to help our clients achieve their goals. Our highly consultative relationships are centered on our deeply held commitment to take the time to understand the values, needs, goals and concerns of our clients. It is our mission to deliver superior investment performance and unsurpassed client service. Our strongest desire is to have a meaningful and lasting impact on the lives of our clients, their families and business assets they are responsible for.
Fifteen years’ experience with RBC Wealth Management has allowed me to develop a caring and analytical approach with a commitment to delivering exceptional service to clients. At the core of our service model is a systematic and disciplined wealth management process. We take the time to aggregate and organize clients’ personal information, looking at both sides of the balance sheet. We feel it is important that investment, cash management and lending needs all work together. Our ultimate goal is to provide clients with a peace of mind, when it comes to their financial situation, so that they can focus on what's important to them.
Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investment management. Our ability to provide access to the investment insights of Dominion Securities as well as specialist in Tax Planning, Insurance planning, Estate Planning, Charitable Giving, Premier Banking services from RBC Royal Bank offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with strategies for transferring wealth to the younger generation.