I am a Certified Financial Planner (CFP) and my team specializes in financial planning, investment advice and a full array of RBC Wealth Management Dominion Securities products and services for individuals and businesses.
I am also a licensed insurance representative and I can help you with your insurance needs and implement the appropriate strategy based on your individual and corporate requirements.
If you need personal guidance with your investments, I would be happy to help you. Whether you are investing for yourself, a business or organization, I can custom design a portfolio to meet your specific needs. You will have access to the full spectrum of investments, including stocks, bonds, and mutual funds. I can also provide you with financial planning advice to ensure all your goals are met, including estate planning and tax optimization. You will enjoy the added advantage that my practice also specializes in providing you with RBC mortgages, loans and other banking products, to ensure clients experience the ultimate convenience, with all needs comprehensively met in one place.
You will receive highly personal attention and superior client service. That is my commitment to you.
RBC Dominion Securities has been helping investors achieve their goals since 1901. Today, RBC Dominion Securities is Canadas leading provider of wealth management services, trusted by more than 400,000 clients worldwide.
Please feel free to give me a call or send me an email. I look forward to hearing from you soon. My office is centrally located at 333 Preston Street, 11th Floor, and parking is available in the building free of charge.