Let us help you grow more than wealth

Value statement

I help create financial security and peace of mind for individuals and their families. I accomplish this by providing my clients with a high level of service and a comprehensive approach to managing wealth that meets and often exceeds their expectations. Investors benefit from my customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.

#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and I am honored to work for a company that is committed to our clients and puts people first.

Like golfer Dustin Johnson, at RBC we deliver because we see things differently.

Adding value

In a conversation with the head of RBC Global Asset Management’s global equity investment team based in London, we look at how going beyond a company’s financial statements can be the most important source of added investment value. Read the full economic outlook in the latest edition of Global Insight.

 

My philosophy of investing can best be summed up by these quotes:

"My two rules of investing: Rule one – never lose money. Rule two – never forget rule one." – Warren Buffett

"Look at market fluctuations as your friend rather than your enemy. Profit from folly rather than participate in it." – Warren Buffett

"Even if you are on the right track, you will get run over if you just sit there." - Will Rogers

"It is better to miss the occasional boat than to catch the one that sinks." - Confucius

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 click Contact.

Latest Insights

Can equities tolerate higher bond yields?

The spike in yields of late has sent shivers through stock markets. But this rise, if contained, isn’t necessarily bad news for stocks.

Read more

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