Helping transform your goals into reality

Jim collaborates with clients to create customized financial strategies and a wealth plan that will align with their long-term goals while navigating market volatility and tax considerations. He primarily works with pre-retirees, retirees, high-net-worth families and business owners. All Jim’s clients receive attention to detail and can count on him to transform complex financial concepts and Wall Street jargon into actionable, easy to understand strategies that he and his clients can confidently implement together. What makes Jim unique in the marketplace is he’s been in the financial services industry for 31 years. He has been a regional manager and a branch manager. Jim has worked for a large bank, a large brokerage firm and previously owned a registered investment advisory firm. Through it all, Jim has maintained a consistent group of clients who rely on him.

Helping you grow more than wealth

Key facts

• Top five global wealth manager by assets⁵
• More than $358 billion AUM in the U.S.
• Approximately 1,800 financial advisors in the U.S.
• 200 offices across 42 U.S. states

For more than a century, RBC Wealth Management has provided trusted advice and wealth management solutions to individuals, families and institutions. As a global organization, RBC Wealth Management brings diverse expertise and deep knowledge to the sophisticated financial needs of clients around the world.

What you can expect

RBC Wealth Management is committed to earning clients’ trust by building lasting relationships and confidence, putting your interests first. The experience is as much about helping you fulfill your sense of purpose through your wealth as it is about achieving your financial objectives.

Every interaction is defined through deeply instilled core values and a culture of being forward-looking, innovative and committed helping clients thrive and communities prosper. 

A wealth of client solutions

RBC Wealth Management offers solutions to help integrate all your interests—family, business, lifestyle and philanthropy—including thousands of investment products, including many local, regional and international investment opportunities that may not be available from other firms.

Learn more about the RBC Wealth Management approach.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

• plan for retirement, including the creation of an income stream;
• fund an education for a loved one;
• prepare for a major purchase;
• protect their family or income; and
• create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

Global Insight Monthly

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read 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.