As a licensed Financial Planner and 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.
Since joining RBC I have been a member of the President's Club. The President's Club was developed over 50 yeas ago to recognize those investment advisors who best exemplify the qualities of professionalism, integrity and dedication.
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, Myles Zyblock and Dan Chornous.
The complimentary services my clients receive include:
If you have any questions, please feel free to contact my office for additional information.
- Financial Planning
- Investment Planning
- Comprehensive Review and Recommendations on Your Employee Benefits Package
Retirement Income Planning
Trust and Education Savings Advice
Setting up Family Foundations
- Cash Flow Analysis