Modern wealth management solutions engineered for resilience in a rapidly changing world
The world is undergoing rapid change on many fronts, but as daunting as this can be, uncertainty has always presented opportunity for those who are well prepared. As someone who built their career at Canada's number 1 investment bank, I have had a front row seat to how the world's largest corporations and money managers navigate complexity and uncertainty.
Canada's largest corporations and money managers are not resilient because they employ high level advice - they stand the test of time by understanding the bigger picture, utilizing evidence based strategies, and adapting to change. Your wealth should be treated no differently.
Backed by Canada's largest and most trusted financial institution, I will work alongside you by understanding your unique journey and lifetime aspirations. We will then build a multi-generational wealth preservation strategy leveraging solutions used by Canada's most successful companies , families, and investors.
Together, we will work to protect what you have worked hard to build for your lifetime and the next generation's.
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.
Who we help
Learn about the clients we specialize in working with.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Medical professionals
Tailored advice to healthcare professionals, whether transitioning into practice or into retirement.
Your Dedicated Professional
The word Legacy has multiple meanings. My belief is that Legacy is the long-lasting impact of particular events or actions, that take place in a person’s life.
My modern wealth management approach centers around your legacy. While my career at Canada's number 1 investment bank has taught me the strategies that Canada's most successful institutions, corporations, and families use, the purpose of wealth management and legacy is personal to your journey.
Growing up in a close knit family that did their best with the little they had, I learned that true legacy is not about the number in a bank account you give to family - rather, it is about the time you spent with the people you love and the values and means you set them up with for success.
In my life, the most important thing that matters to me is my wife and family. Let's connect to learn about your story and see how we can help author your legacy.
Wealth management strategy guides
Read our informative guides and checklists leveraging the expertise of the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.