Wealth management approach

My approach integrates your objectives into a personalized plan that can be updated as life changes occur. I combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. My process includes:

  • Understanding Your Financial Objectives — I begin by listening to you and understanding your financial objectives.
  • Gathering Your Current Financial Information — I gather specific information on your financial picture.
  • Developing Smart, Time-Tested Strategies — Next, I analyze your financial and personal information to match your objectives with sound strategies.
  • Implementing Thoughtful and Creative Solutions —I develop income and growth strategies for my clients. I work closely with our bond and income traders to provide safe predictable income. I use several RBC model prime income and dividend growth portfolios to provide blue chip quality growth ideas for my clients.
  • Providing Timely, Ongoing Service — I regularly review your situation to help ensure your financial objectives are being met. My transactional investing style ensures that my clients are involved in decision making on their accounts. This joint approach enhances communication and service, it has also made me a better listener and more attentive to my clients needs.

Wealth Management Professionals

The Wealth Management Professionals serve as a resource to RBC Wealth Management® financial advisors. They develop a stronger understanding of your personal financial objectives, gather valuable information and support complex financial and wealth strategies issues for the clients of RBC Wealth Management.