YOUR WEALTH APPROACH THROUGH SMART MONEY

You’ve already achieved so much in life.

Yet there’s so much more you can do.  

Wealth Management will allow you to be remembered the way you want. Planning within your Estate to leave a legacy to the ones you love that reflects your wishes and gives purpose to what you’ve accomplished in your life. Without Wealth Management, that likely will not happen.

I learned early on in my career that what motivates me is helping individuals and families by simplifying and planning their financial lives that I truly love. I can’t be an authentic storyteller if I don’t actually believe in what I am talking about.

I have more than 21 years’ experience in the financial industry and I have had a fulfilling career because I have chosen to work for a brand that I find inspiring. I work for RBC Wealth Management and I love the brand. Why? Because they have the ability to provide the best resources so my clients can have their lives simplified and I get to constantly learn.

We help with
• Manage portfolios with confidence and transparency (CRM2 compliant)
• Reduce tax, and focus on real returns, after-tax, costs, and inflation
• Coordinate the transfer of wealth to the next generation

Our clients are:

* Business Owners,
* Family Business,
* Women in the Workplace
* Tech Entrepreneurs,
* Senior Executives,
* Medical Professionals,
* Sport/Entertainment Industry

Click HERE to see what some of our clients have to say...

As a portfolio manager competing against companies that are accountable to individual and institutional shareholders, we have the flexibility to customize solutions to each specific client situation.

1. This brings a greater degree of rigor and good judgment to client solutions.

2. The cookie cutter models of our competitors are more beneficial to driving revenue than to determining the most valuable solutions for clients.

We start by “Listening to You” and are just as good at explaining investments as we are at making them. As a mature team of professionals, this simple approach helps our clients understand the ‘WHY’ of our process: Sincerity and Authenticity.

You should know what you’re paying your advisor and how we apply those fees to your investments. We’ll explain our fee structure so you have confidence that you’re receiving value from your advisor. After our conversation, your questions will be answered and make sense to you.

We are dedicated to work with each family member and are advocates for all of your wealth matters. Acting as the families' chief financial officer, we can put you in front of our Tax and Legal Specialist to better assist with your solutions. Our partners at RBC Bank will also help us better serve to you as a facilitator and investment manager to multi-generational families.  

Email us today to book a meeting.

We look forward to our future discussions.

 

Click HERE to see what some of our clients have to say...

Grow more than wealth


With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

 

Contact

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