Let us help you grow more than wealth

Value Statement

Gary's main objective is long term financial success for his clients. No matter where you are in your financial life, Gary is committed to helping you secure your financial future. Whether you need accumulation strategies in your earning years, income in retirement or legacy planning, Gary has the experience and knowledge to help fulfill your financial goals.

Investment Philosophy

  •  Asset Allocation
  • Tax Management
  • Risk Management
  • Flexibility to meet changing needs

Investment Process

  • Listen, understand your needs
  • Gather financial and qualitative information
  • Analyze and evaluate financial status
  • Develop and discuss planning recommendations, revise if necessary
  • Implement wealth management plan
  • Monitor, measure and adjust as necessary
  • Utilize RBC wealth management tools and resources in process

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.

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.

Updates

Latest Insights

Cars parked under solar panels. (Global Insight)

How solar can brighten investment portfolios

A cheap and emissions-free technology, we shine a light on solar’s potential and how investors can look to tap into this growth opportunity.

Read more