Welcome
As a Senior Investment Advisor, I follow a disciplined and patient approach to managing my clients affairs with a long-term focus on growing, preserving and transitioning my clients' wealth. My wealth management practise extends far beyond money management. I look at your financial big picture to ensure that various financial concerns are addressed in a coordinated fashion.
Supported by Canada's leading investment firm, RBC Dominion Securities, the depth of the services and products available are unparalleled. My clients enjoy the benefit of experts in tax and estate planning, as well as some of the country's leading analysts and market experts, including Jim Allworth and Dan Chornous.
The complimentary services my clients receive include:
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- Financial Planning
- Investment Planning
- Comprehensive Review and Recommendations on Your Employee Benefits Package
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Retirement Income Planning
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Trust and Education Savings Advice
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Setting up Family Foundations
- Cash Flow Analysis
If you have any questions, please feel free to contact my office for additional information. 
