Safeguarding Success

Life in the 21st century is more hectic than ever. You may be raising kids, looking after elderly parents, progressing in your career, running your business or doing all of the above.   

It can be difficult to stay on track.  During our planning process, my team and I answer the following questions that most successful families have:

 

Is my investment strategy properly structured?

Are my hard-earned savings setup to deliver a reliable income stream?

When can we retire so that our lifestyle is not compromised?

How do I minimize the taxes payable on my investments?

How do I ensure that my family is protected if something unexpected happens to me?

Doug believes in financial education above all else.   His educational background has been forged as a husband, son, son-in-law, brother and nephew to teachers.   With his 26 years of financial industry experience, his mission and that of his team is to understand what is important to you, whether you aspire to go back to school, help your kids buy a first home or simply maintain your lifestyle throughout retirement.   His team address all areas of your financial well-being from investments and insurance to tax and estate planning.   Supported by a dedicated team of wealth professionals, Doug and his team help you make the right decisions in building the future you want while giving you the peace of mind you need.   

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.

Email us for a second opinion

Follow my BLOG!

Click here to see what some of our clients have to say

Recent Posts

Don’t fight (or fear) the Fed

Don’t fight (or fear) the Fed

Apr 19, 2024 | Atul Bhatia, CFA

The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.

Read more
Federal budget 2024: Key measures that may have a direct impact on you

Federal budget 2024: Key measures that may have a direct impact on you

Apr 17, 2024 | RBC Family Office Services

We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.

Read more
Rally realities

Rally realities

Apr 15, 2024 | Kelly Bogdanova – San Francisco

It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.

Read more