Having strong client relationships is the most important thing to me. I aspire to have long-lasting multigenerational relationships with my clients.
I have 20+ years of experience guiding high-net-worth individuals through their wealth management choices. The hallmarks of my practice include a steadfast focus on my clients’ unique goals. I am highly educated in my field, holding my Chartered Investment Manager (CIM) designation and insurance license.
I provide customized advice that is objective and conflict-free, as well as proactive reviews of investment strategies and financial plans. With my clients’ trust and confidence at the core, I take pride in helping individuals, families and organizations preserve and grow their financial and social capital.
The depth of my team enables me to provide exceptional service and the expertise required to help my clients make informed decisions. My team includes an associate, as well as professionals in financial planning, business succession and wills and estates from RBC Wealth Management Services.
Who I work with...
My clients have unique and intricate financial situations which require sophisticated guidance. They include:
- Busy professionals / Executives
- Business owners
- Well-established families