Client-first approach, disciplined investing
Getting to know my clients and developing an understanding of their objectives is the first step I take in helping them achieve their goals. I complete a deep discovery to fully appreciate the nuances of their unique situation before making any product recommendations. My focus is on outstanding customer service and thorough financial planning.
I believe a personalized financial plan is the key to successful wealth management. By building customized wealth management strategies for business owners, healthcare professionals, high-net-worth families, and other professionals, I help clients preserve, manage and transfer generational wealth today, and for future generations. I’m committed to involving all family members in wealth conversations, and building meaningful long-term relationships that help guide you and your family toward enduring wealth.
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 service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
We provide comprehensive wealth management that goes well beyond investment management. Our detailed financial planning process begins with an in-depth review of your complete financial picture where we review your goals, risk tolerance, time horizon, and life circumstances. We then design integrated solutions that address multiple dimensions of your wealth: investment portfolio strategy, tax optimization, retirement planning, estate planning, insurance needs, and business succession planning when relevant.
Rather than recommending investments first, we start by understanding you deeply. We define your risk tolerance, set realistic long-term objectives aligned with your comfort level, and create a coordinated strategy across all areas of your financial life. Our disciplined investment process keeps you on track through market cycles, while our broader wealth planning ensures that every financial need and life stage is intentionally addressed. When specialized expertise is needed, we leverage our network of RBC specialists in insurance, estate planning, and business planning to deliver seamless, integrated advice
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.
Overcoming challenges, capitalizing on opportunities
Starting, growing, and selling a business comes with challenges and opportunities that – with the right support – can be overcome and capitalized on. We help you do just that by working closely with our world-class RBC partners, providing expert advice in a range of key areas to help protect what you’ve worked so hard to build.
Asset management
We’ll help you protect your business and personal assets as tax-efficiently as possible, proactively addressing your needs and seeking avenues for future growth.
Tax planning
We’ll help you make the most of your hard-earned wealth by recommending potential tax strategies that are aligned with your business goals and objectives.
Business growth
We’ll work with our partners at RBC Business Financial Services to help you leverage credit to promote growth and improve cash flow for your business.
Workforce support
We’ll make taking care of your employees easier by helping you develop employer-sponsored group retirement saving plans and group benefits packages from RBC Insurance.
Succession planning
Whether you plan on selling your business, transferring it to a family member, or setting up a buyout, we’ll provide you with comprehensive strategies to make it as smooth as possible.
Retirement planning
Exiting your business is the start of a new and exciting chapter, and we’ll ensure you have a robust plan in place to help you make the most of it.
Guides
Get a better vantage point on your financial picture with these informative guides penned by 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.