Lakeland Family Office of RBC Dominion Securities

We help successful families protect and grow wealth while proactively coaching financial literacy for the next generation

Let's talk about your family

When you think about your family's financial future, what excites you and what worries you?

Let's talk about your family

When you think about your family's financial future, what excites you and what worries you?

You care about your family's future.

At Lakeland Family Office of RBC Dominion Securities, we start by listening — really listening — so we can understand what matters most to you and your family.

Our focus is simple: protect your wealth, grow your portfolio, and coach financial literacy so your children and grandchildren are ready to inherit more than just money.

We're not here to sell you products. We're here to give you clarity, confidence and a plan your whole family can count on.

Ready to get started?

The first step is a conversation

Here for you and your family

We have experience working with every generation from age 18 to 100+. Our team of professionals help bring financial peace of mind to clients like you.

It all starts with you and your family

Our personal approach and personalized services centres on you, and begins with getting to know you, your family, your needs and your goals. Then we customize a plan for you and your family.

What we do

My background makes me different from most financial advisors — combining farm work ethic, problem-solving skills, engineering discipline, and a parent's perspective to deliver advice that is both strategic and deeply personal.

I grew up on a dairy farm in Midhurst, Ontario where hard work wasn't optional — it was the way of life. I loved solving problems and competing in math contests. Today, when I say, "don't worry, I'll do the math," it is backed by a lifetime of analytical thinking — and the fact that I actually enjoy it.

How we do it

After earning my degree in Electrical Engineering from the University of Toronto and spending nearly a decade in process and equipment engineering at Celestica, I carried that same discipline into wealth management. My iron ring is a daily reminder to design financial strategies that last and to approach each plan with care, precision, and integrity.

We start by listening and take the time to truly understand what matters most to you and your family. This includes a full and complete understanding of your family tree.