Like you, we understand how demanding your personal and professional life is. Whether you are a medical professional, a business owner, a pre-retiree or professional athlete, entrusting your hard-earned savings to someone is an important decision. We realize that trust takes time to build and we respect your need to feel comfortable in your decision to have us manage your wealth. At the end of the day, that allows you to spend your time doing what's most important to you and your family.
Having worked as a Physical Therapist in a multidisciplinary Sports Medicine facility, I loved working with clients who strive to excel. My role was to ensure my athletes were in peak condition so that they could perform at an elite level. As a Financial Advisor, my clients are successful business owners, healthcare professionals, lawyers, engineers, pro athletes, and pre-retirees who wish to reach that elite level of financial excellence. Acting like your personal CFO, I guide you through various aspects of your financial affairs. My job is to make you feel confident that you will meet your financial goals. With a wife and three kids, I understand the gravity of ensuring your family is fully prepared for the future.

Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to 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.
The first step in us working together is ensuring your comfort with me and my team. Our goal is to understand your unique situation and what you would like to gain from working with us. Together we will create a personalized financial road map designed to meet your goals.
From print media, social media, television, and beyond, it is easy to become overwhelmed by the amount of social and economic news available to you. My job is to sift through that information and present it to you in a way that is both understandable and relevant to your personal situation. We will use the information collected to create the best portfolio to meet the needs of you and your family.
My team and I will do all that we can to ensure your financial success. Our team consists of experts from fields such as Wealth Management, Financial Planning, and Estate Planning, allowing us to provide you with a holistic approach to managing your wealth. By ensuring all of your bases are covered, we are able to give you peace of mind in knowing that you are on track to achieving your goals.
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
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.
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.
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.
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
Whether you’re a player or a performer, we’re here to make your life easy. From customized investment portfolios to cross-border financing, we’re committed to helping you build a solid financial foundation that lasts.
Offering support and advice from residency to retirement, we’ve served doctors, dentists, and various other medical professionals through all stages of their careers.
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
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.