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.

Wealth management professionals

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Sean Gray

Wealth Management Consultant

Robert Stern

Echelon Wealth Strategist