Managing wealth one client at a time

Managing wealth involves a deep understanding of our clients' needs, risk tolerance, and financial/aspiration goals.  I strive to help my clients navigate through the murky waters of investing, obtaining bank financing for life events, planning to sell a closely held business, transitioning assets downstream to heirs and creating a family legacy or continuing the mission/legacy of their organization.

Clients served

Providing wealth management services requires a holistic approach to creating and preserving wealth.  As such, I'm interested in creating lasting relationships with my clients.  I aspire to be all things financial for my clients, helping to quarterback all of their financial needs.  I work in conjunction with my client's trusted advisors to help them achieve their financial and aspirational goals.  A majority of my business is referred from existing clients or professionals in the accounting industry, investment banks and estate planning professionals.  My clients typically have a minimum of $5,000,000 in investable assets and are looking for help with their investment portfolios, asset/liability management and legacy planning.  In addition to helping my clients manage risk in their investment portfolio, I work closely with my clients to manage the liability side of their personal or corporate balance sheet.

 

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Latest Insights

Paris in the springtime

The metamorphosis of European equities

No longer wan and listless, we think European equities are emerging from their chrysalis with newfound potential. We look at how the investment story is transforming and why investors should take a fresh look at the asset class.

Read more

Let's start the conversation

If you'd like to discuss anything you learn about here in more detail, please fill out the form below.

*Required fields