Your personal and financial goals are the baseline for wealth management. I will work with you to understand your personal goals, and collaborate with professionals throughout RBC to present strategies that can help you reach those goals. We then build on these strategies with potential solutions to be implemented and coordinated with your own tax and legal professionals.  


Financial Planning

Clarifying your overall financial situation

Retirement Planning

Ensuring your retirement lifestyle


Minimizing your tax exposures

Estate Planning

Leaving your affairs neat and tidy


Protecting everything you've built

Credit and Lending

Using debt wisely

Charitable Giving

Giving back and creating a legacy 


Individual Accounts  


  • Tax Free Savings Account (TFSA)
  • Registered Retirement Savings Plan (RRSP)
  • Registered Education Savings Plan (RESP) 
  • Locked-In Retirement Account (LIRA)
  • Cash Accounts
  • Joint Accounts