Personalized wealth management backed by the strength of RBC.
My team and I help successful individuals, families, and business owners build, manage, and transition wealth through a personalized, disciplined, and fully integrated approach. With a background supporting physicians, dentists, other professionals and business owners, I can help clarify the complexities of corporate structures and cash flow. For families, I understand the complex dynamics and the goals and needs that evolve over time. For every client, you receive the personal attention of a boutique practice combined with the vast resources of RBC.
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
My team and I design custom portfolios built around your unique needs. By leveraging institutional insights and a broad range of investment solutions, we help you grow and preserve your wealth. Beyond investments, we coordinate across banking, lending, tax, and estate planning, and help move and invest surplus funds from operating to holding companies—so your entire financial life works together seamlessly.
How we do it
We start by understanding what matters most to you: your family priorities, business needs, and long-term vision. From there, we build a tailored strategy aligned with your risk tolerance. We work closely with RBC specialists across tax, estate, and legacy planning to ensure every detail is covered, and we provide proactive adjustments and ongoing guidance through market cycles. You can easily track your progress in real-time, knowing our dedicated team is here to help you succeed.
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.