Wealth Planning is about much more than money. True Wealth is your ability to live the kind of life that you want, to reach the goals that you have set for yourself, your family and your business and to create a legacy for the future that reflects your values.
I combine my expertise and experience with a team of professionals to give my clients what I believe to be the best advice and information available. There are tremendous resources available to help my clients through RBC Wealth Management Dominion Securities. Whatever the particular planning need that my clients have, I will endeavor to find the best possible advice available to assist them.
My philosophy recognizes that our clients are unique. The foundation of my approach is that our clients require an individual plan, designed to meet their specific needs and flexible enough to respond to life’s challenges and opportunities. I don’t make a recommendation until I fully understand their entire situation.
I am different because the process I follow for my clients is comprehensive while remaining personal. I take a consultative approach to the advice I provide, always focusing on the needs of our clients. While I believe that a formalized approach allows our clients to make informed decisions, I know that our first step is to gain an in-depth understanding of our clients, their families, their businesses, and their hopes for the future. My clients have come to expect that their relationship with RBC Wealth Management Dominion Securities and myself is a team based approach.
