Goal-oriented, whole-life approach to wealth management


GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of the Global Insight Monthly.

Value statement

Don offers comprehensive, objective financial advice to clients who desire a high level of personal service. He accomplishes this by taking a goals-based approach to wealth planning to develop customized investment solutions that are unbiased and unique to each client’s needs and situation. When investing money, Don ensures three things: establishment of a process for communication, management of risk in each portfolio, and a written wealth management plan which provides a roadmap for reaching long-term goals. Don’s greatest satisfaction comes from working with clients for many years and helping them realized their dreams.


Investment philosophy

Don believes it is crucially important for investment decisions to be made within the framework of a clearly defined investment philosophy that is individualized for each client, is responsive to change, and is monitored often. He constructs well diversified portfolios that are grounded in long-term fundamentals with adjustments for today’s markets. Don works with clients to keep them informed about their portfolios and to help them navigate the risks and rewards of the markets in order to achieve their goals.


Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

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