Knowledge, experience & integrity


Value statement

As a financial advisor, Dane works closely with his clients to manage their wealth through comprehensive investment and risk management strategies designed to meet their financial goals. Because his client base ranges from affluent individuals and families to institutional clients listed on the New York Stock Exchange, Dane’s approach to each relationship is unique. By utilizing his knowledge, experience, and integrity, in addition to the vast set of resources provided to him by RBC, Dane is dedicated to becoming his clients’ trusted consultant, helping them to reduce financial complexities and focus on what is most important to them.


Global Insight Monthly

Global Insight Monthly cover - February 2025

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »

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