I have completed the Accredited Wealth Manager Program and have earned RBC Wealth Management’s professional designation of Accredited Wealth Manager (AWM). Geared toward meeting the specialized needs of individuals and families, this advanced-level program builds on the fundamentals of wealth management, with a focus on the sophisticated knowledge and skills necessary to gain a deeper understanding of your individual financial objectives.
By earning this professional designation, I have demonstrated advanced knowledge of the firm’s wealth management process, concentrating in the areas of business and retirement planning, insurance solutions, charitable giving, advanced investment strategies, and estate planning strategies for high net worth clients. The program also offers high-level insight on how to collaborate with other professionals, such as attorneys or accountants, to create better, more unified wealth strategies.
My hope is that you will view this designation as a symbol of my continued commitment to providing the best investment advice and service possible.
RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.