Wealth management process

Through my dedicated focus on serving your best interests, I develop highly effective and customized solutions that meet your needs and objectives now and for years to come.
Deep understanding

Our initial meeting will consist of an in-depth conversation. By listening and seeking to understand your goals, priorities and concerns, I gather information and assess where you are today. 

Collaborate on your wealth plan

With this information, I provide clarity and set the course forward by helping you choose a risk profile, creating an RBC WealthPlan and walking you through all the options and risks. Then together we will determine the best path forward.

Provide clarity and set the course

I develop comprehensive strategies that align with your goals. I help you look forward to see gaps and future challenges that may impact your plan.

Review and adapt

Once your strategy is implemented, I track the progress of your plan and share with you the likelihood of success. Reviews will also be given on an annual basis and I make adjustments so you feel confident about achieving your goals.

Contact me today to set up a consultation. 

Turn your financial goals into reality

I help create financial security and peace of mind for individuals, families and businesses by providing a high level of service that meets and often exceeds their expectations. Investors benefit from my customized approach to wealth management because it helps address their current financial needs and achieve their long-term financial goals. I also work closely with my clients’ tax and legal advisors to coordinate the most efficient and effective means for turning financial goals and dreams into reality. Please contact me today to discuss how I can be of service to you.