Partnering with you
RBC Wealth Management approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions.
- Understanding Your Financial Objectives – We begin by listening to understand you and your financial objectives.
- Gathering Your Current Financial Information – Together, we gather specific information on your financial picture.
- Developing Smart, Time-Tested Strategies – Next, we analyze your financial and personal information to match your objectives with sound strategies.
- Implementing Thoughtful and Creative Solutions - We develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
- Providing Timely Ongoing Service – We regularly review your situation to help ensure your financial objectives are being met.
I work with individuals, families and businesses to help them effectively invest their capital, using strategies that match their stage of life; to accumulate and grow assets or generate income, as well as preserve and transfer their wealth to the next generation.
My clients are typically accumulating wealth for retirement, preparing a plan to use their assets during retirement or are currently retired and looking to generate income and preserve long-term purchasing power.
My commitment to my clients is to provide, with integrity and honesty, trusted financial advice and investment management, and use my 28 years of industry experience and close observation of the markets to generate successful results. Further, my assistant, Susan Clark, and I are dedicated to providing our clients with exceptional service that exceeds expectations