First Impact Wealth Advisors

Deep rooted philosophies

I have a message.  And it’s an important one.  I take what I do not just seriously but very personally.

Most firms worth their weight in salt offer similar services, products and capabilities, and RBC Wealth Management is one of the best.

But it’s not just about the firm.  You work with the individual Advisor and like his/her approach.  You agree with their philosophy; it makes sense to you.  You choose an Advisor’s personality, someone you communicate well with and will enjoy working with over the years.  And you believe in their character, honesty, integrity, caring and trust.

That said, I hope you enjoy my website and take something useful away from it…and hopefully a glimpse of who I am, what I believe, what I do and just as important, what I don’t do.

If something [on my website] jumps out and grabs you…or forces a raised eyebrow… or makes you say something like, “Huh? Is he serious? Did he really say that?” then please feel free to contact me.  I don’t bite.  I’m not here to twist your arm (just the opposite is true).  I promise not to try to sell you anything.  That’s not what I do or who I am, and I have nothing to sell you or the world except myself.

We can chat by phone or [in person].  You have nothing to lose and you may quite possibly learn something new or clear up something that has been on your mind.
 

Solutions to best fit your life

I believe that “smart money” people are those who have enough money to financially support their purpose or situation in life.

I provide expert guidance to wealthy families and women in financial transition through: client advocacy; investment expertise; and customized wealth management planning.

Sometimes in life, we have to start over --- either due to death, divorce, loss of employment or other unexpected events.  I helped my mother navigate through her difficult situation and helped her attain her financial goals.  Since then I’ve helped many others in the last 25 plus years with their own unique situations not only to survive, but to thrive personally and financially.

In addition, I have extensive experience in dealing with financial issues for seniors and the elderly.  Aging creates a lot of complex situations when it comes to finances.  I have personally dealt with these challenges and having someone who relates and understands these issues is invaluable.

Every day I create, implement, monitor, and adjust customized risk-mitigated financial solutions.  On an ongoing basis, I strive to reduce your workload by coordinating with your legal and tax advisors.    Particular emphasis is placed upon the question of how we attempt to mitigate risk.
 

A dedication to developing a long-term relationship

At RBC Wealth Management, we have vast global resources, amazing tools and technologies to help you achieve your financial goals.

I have a track record of doing things right for my clients based on the foundation of making a positive difference in their lives.  I take whatever amount of time is required for my clients to become comfortable with how their money will be invested.  I care more about their personal economy than the national economy. 

After all, comprehensive wealth management is about your personal issues, wants, needs and concerns. I focus on understanding your personal priorities, and circumstances, so that together we can develop a careful, conservative wealth management strategy.  Then I deliver exceptional value of superior advice and service throughout the many stages of our relationship.

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