What you can expect as a client:

  • The support and resources of Canada's leading financial institution.  These include access to: RBC's top-ranked investment research, Canada's largest inventory of investment products, market insights from our Portfolio Advisory Group, our industry-leading RBC Wealth Management Services team, personal and business banking, and Private Banking, to name a few.  I am proud to be your gateway to all that RBC has to offer.     

  • A comprehensive Wealth Management service.  I am committed to providing an all-inclusive service that goes beyond investment advice.  This is only possible with the support of our industry-leading RBC Wealth Management Services team, which is comprised of lawyers, accountants, financial planners, business owner specialists, insurance specialists and more.  As a client of mine, you'll have full access to this extensive team of experts.  

  • A conservative investment style.  I am committed to preserving the wealth that you've worked so hard to accumulate.  I employ several risk management tools to help mitigate the many investment risks that exist today. Most people believe that you have to take a lot of risk to achieve a reasonable rate of return.  This is simply not true.  I believe in the investment mantra of winning by not losing.

  • An approach designed around you.  There is no one size fits all solution when it comes to investments.  I recognize that everyone has unique circumstances and needs.  Several factors, including your goals, time horizon and risk tolerance, must be considered when creating a customized plan.  My clients can expect this level of personalized care.   

  • A lasting relationship.  For me, being interested is much more important than being interesting when it comes to interacting with my clients.  This is because I want to get to know every client on a personal level. I want them to feel comfortable around me and, most importantly, I want them to trust me.  As my client, you can expect a strong relationship that will last a lifetime.