Building strong, long-term relationships

Value Statement

We help clients achieve their investment objectives by formulating and implementing customized wealth management programs and investment strategies that suitably meet their individual needs, including preservation of capital, maintaining growth, and protection of intergenerational transfer of wealth. We are dedicated to building strong, long-term client relationships based on servicing accounts in changing social and economic conditions, both good and bad. We accomplish this by applying a comprehensive approach utilizing:

  • Estate planning services
  • Personalized retirement preparation solutions
  • Charitable planning strategies
  • Higher education planning
  • Lending services provided by the AA rated RBC Global Private Bank
  • Alternative investment management in association with RBC Capital Markets

 

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

What we focus on:

Retirement income planning

If you're like many investors, being financially prepared for a comfortable retirement is an important goal. However accumulating wealth is very different than decumulating wealth to create income. Whether you're already retired or retirement is in the near future, check out our retirement income planning fact sheet to discover what you need to know to enjoy financial security during retirement. Contact us today to discuss how we can put the steps into action for you.

Security Based Lending

You are preparing financially for your future. Then life happens. Whether you need portfolio liquidity for an unexpected opportunity or expense, selling investments may compromise your other financial goals. With an RBC Credit Access Line offered by the Royal Bank of Canada, you gain access to financing while maintaining your investment strategy. Learn more about RBC Credit Access Line here.

Cash Management

As you prepare for your financial future, consider the important role that cash plays in your current and future financial life. You may be saving for a large purchase or have cash on hand to protect against unforeseen events, such as an unexpected home repair or a job loss. Cash also plays a role in your investment portfolio. Your portfolio allocation of cash and cash-like products typically changes over time-depending on your risk tolerance, investment time horizon and whether you are near retirement or already retired. Effectively managing cash is vital to meeting your financial goals. 

Estate Planning Services

The only constant in tax law is change. The key to estate planning for your family is flexibility. We know that laws will continue to change and you need to be able to modify your plan based upon a new environment or changes in your personal situation. Do not put off estate planning. Bad things sometimes happen when you least expect it. Be certain your family is protected

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation, please contact me.

Global Insight Monthly

Global Insight Monthly cover - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

Proud to be an official partner of Major League Soccer in the United States

Feel the excitement in the air as we celebrate the kick-off of another Major League Soccer season! Are you ready to raise your scarves up?

Latest Insights

Thanksgiving table setting

The benefits of a financial chat over the holidays

As holidays approach, people look forward to spending quality time with loved ones. They should also plan to spend some time talking about family finances.

Read more

Bulletin Board

Seeing opportunity in challenges

Life is unpredictable, so we help you plan for the challenges that come your way. Like in the game of golf, seeing challenges as opportunities and remaining calm under pressure help drive success.

Contact me  to help you see things differently and tee up your financial goals.

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

RBC Online Bill Pay

In addition to conveniently accessing your accounts online, you can also sign up for our electronic bill payment service. Eliminate paper checks, stamps, and rushing to the mailbox. Log in to RBC Wealth Management Online today to get started.