Why work with me?
My goal is to help you grow, protect and transition the wealth that you have worked so hard to create. My wealth management practice offers personalized guidance on financial affairs, keeping your objectives and your family’s priorities at the center of everything we do.
I understand first-hand the tremendous effort needed of running a small business in today’s environment. I grew-up having worked in a multi-generational family business. Also, as a former private and commercial banker, I have had the pleasure and the opportunity to work with business owners, professionals and retirees from various industries and backgrounds; gaining diverse insights along the way that I will apply to your particular affairs.
My success is defined as providing actionable advice and value to my clients. At RBC, the way that we do business is more important than the business we do.