Investment guidance you can trust
To invest with confidence, it is essential that you have a relationship with an Advisor you trust.
My career began in 1985 and since then I have earned the trust and confidence of clients through a highly personalized and conservative approach to wealth management.
We will begin by understanding your personal values, goals and evolving financial needs. Working together with you, my team of highly qualified specialists, and your Accountant and Lawyer as required, I will draft a plan that serves your best interests first and details the actions and timelines needed to achieve your financial goals.
With the strength and experience of RBC Dominion Securities behind me, I have access to the complete range of financial and investment services:
- Financial Planning Services - a unique financial plan tailored to your personal circumstances
- Investment Products and Plans - access to investments backed by the expertise of our Research Analysts, Portfolio Strategists and other investment professionals
- Retirement Planning - personal advice on your RRSP, TFSA, RRIF and other registered plans to build your retirement savings and boost your retirement income
- Tax-Smart Investment Strategies help with maximizing tax-efficient investments and minimizing your tax obligations
- Insurance protect your family's financial security from unforeseen events and maximize the value of your estate
- Estate Planning help you transfer your estate to your beneficiaries in a tax-efficient manner
I am committed to helping you find the financial and investment solutions you need to meet your financial objectives, both now and in the years to come.
I will be with you every step of the way. Shall we begin?