Investment Advisor & Financial Planner
A Client First, Client Focused Approach
Wealth management can look very different from person to person. We each have different goals, needs and expectations when it comes to this process.
As your Investment Advisor and Financial Planner, I am dedicated to helping you find the financial vehicles and investment solutions to meet your financial objectives, both now and in the future. I have more than three decades of experience in the financial services industry, including working as a Financial Planner for the Ancaster RBC branch prior to joining RBC Wealth Management in 2013. I am committed to continually building my expertise and providing my clients with the most effective ways to reach their financial goals. In keeping with this commitment, I also hold the professional designation of Personal Financial Planner (PFP).
To learn more about the team and our Wealth Management Process please visit:
Our Team Our Wealth Management Process
I invite you to contact us to learn more about our approach or schedule an appointment for a complimentary financial review. I look forward to helping you and your family discover and reach your financial potential.
“Being an executor is a huge responsibility and frequently involves a tremendous amount of time and stress. Why not get help?” David Chilton