As a Corporate and Executives Services designated team for RBC Wealth Management, we work with a select clientele of families and corporations across the globe. Our clients are vibrant people who have built and led successful enterprises and created significant wealth in the process. Our goal is to help them create, implement and maintain highly customized investment strategies to protect assets, support their lifestyles and leave enduring legacies.

Drawing upon my own experience and vast global resources of RBC Wealth Management, we deliver comprehensive wealth management capabilities, provide an exceptional level of service and dedicate ourselves to helping you achieve your goals.
  • We focus exclusively on a small number of families with significant financial resources, so we can provide each with the highest levels of service. 
  • We follow a disciplined approach to investing focusing on quality, liquidity, transparency and year-over-year cash flow growth. 
  • For more than 20 years, we have helped successful entrepreneurs and executives create tax-efficient strategies to manage concentrated equity positions and low basis securities, and transfer wealth to younger generations.