Gain financial flexibility

Be prepared for almost any financing need by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact me today to explore this smart, yet potentially untapped source of opportunity.

Our most treasured asset is our clients’ trust

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We help my clients make informed decisions about their financial future. Through a comprehensive approach we help our clients determine their goals and financial needs assisting them with their investments, insurance and a wealth management plan.

Investment philosophy

We recommend a solid asset allocation program which is adjusted according to the current market conditions utilizing Mutual Funds and Exchange Traded Funds, as appropriate. We provide both discretionary and non-discretionary management of your funds. Our goal is to take advantage of opportunities in the market place and preserve gains as they occur.

As the Brexit clock ticks down, what now?

As the countdown to Brexit ticks ever louder, what’s going on and how should investors approach this uncertain and volatile environment? Read the full economic outlook in the latest edition of Global Insight.

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation click on the Contact Me box.