Building wealth is one thing. Creating a legacy is another.
As a family-focused advisor, I take multiple generations into account when approaching the wealth planning process. I build relationships with each and every family member to ensure you and your loved ones feel empowered by your all-encompassing financial plan. From ensuring financial well-being today to designing an enduring legacy for the future, your family’s unique goals guide our wealth strategy at every stage.
As an Investment Advisor at RBC Dominion Securities, I would be pleased to speak with you about your financial objectives. Please feel free to contact me today.
