Wealth management approach
Using the extensive resources of RBC Wealth Management and their parent company Royal Bank of Canada (RBC), I work with you to develop strategies and recommend solutions to meet your goals. I combine sophisticated investment planning tools and a wide array of investment options to help match your objectives with customized solutions. Your personalized plan can be updated as life changes occur. My process includes:
- Understanding Your Financial Objectives — I begin by listening to understand you and your financial objectives.
- Gathering Your Current Financial Information — Together, we gather specific information on your financial picture.
- Develop Smart, Time-Tested Strategies — Next, we analyze your financial and personal information to match your objectives with sound strategies.
- Implementing Thoughtful and Creative Solutions —I develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
- Providing Timely, Outgoing Service — I regularly review your situation to help ensure your financial objectives are being met.
