The "CFO" of your financial future
When you come to my team with your investments, we help you achieve greater peace of mind and financial confidence with our all-encompassing wealth strategies. By building customized wealth management strategies for multi-generational families, entrepreneurs and business owners, and other high-net-worth individuals and professionals, we help clients preserve, manage and transfer generational wealth today — and for future generations.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized services centres on you, and begins with getting to know you, your needs and your goals.
What we do
We handle your financial needs for you — from financial planning and investments to liaising directly with your accountant, lawyer, and other professional advisors. As the wealth management experts, we take care of your financial matters, allowing you to spend more time on what matters most to you.
How we do it
Advice at your fingertips
We understand the peace of mind that comes with having a trusted and transparent advisor as a first-point contact for all your business and personal financial affairs. Our experienced wealth management professionals plan your future with every detail shared always top of mind.
Support for every chapter
We value the importance of life's transitions as much as you do. We plan extensively for your big life events to help protect, preserve, and grow your estate, ensuring a tax efficient inter-generational wealth transfer.
Empowering Financial Freedom
We recognize that life is too short to stress over managing finances — that's why we work an extended team of RBC specialists to manage investments, plan your will, organize your estate, and guide you through your philanthropic endeavors to ultimately ensure that your next generation is left in the best possible hands.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Our insights
Read the latest on markets and more from our team and thought leaders at RBC.