I spent nearly two decades running businesses in Canada and Europe before becoming an investment advisor. I now combine the resources of Canada's leading wealth management firm with the personal, hospitality-driven service of my small-town upbringing. I support professionals and business owners with comprehensive planning—investments, business succession, retirement, insurance, and estate strategies—while staying highly engaged and relationship-focused. Or as I like to say “big-firm expertise with small-town care."
Our experience and the resources of Canada's leading wealth management firm mean financial peace of mind for clients like you.
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
My first priority is to understand a client’s short- and long-term goals—how they envision retirement, the people they care about, and the values that guide their decisions. This discovery process is the most important part of my work because truly knowing my clients allows me to serve them with clarity and purpose.
From there, I collaborate with my experienced partners and team to design realistic, long-term strategies tailored specifically to those goals. We then review the plan together to ensure it feels right for the client and aligns with what they want to achieve.
Once the plan is in motion, we continuously monitor progress and make adjustments whenever necessary.
A lot goes into helping our clients succeed, but the process is simple at its core: we don't take any action until we fully understand what you want to accomplish. What matters most to you? What do you hope to achieve? Where are we heading, and on what timeline?
Once we have that clarity—unique for every client—we build a tailored plan, implement it thoughtfully, measure progress, adjust when needed, and guide you every step of the way. Our goal is to ensure you move forward with confidence and ultimately achieve every one of your goals.
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
How planning for tomorrow – today – can help your estate aspirations
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Summary of the important dates and tax information required for your annual tax return
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