Wealth management approach


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

  • Understanding Your Financial Objectives — I 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, I analyze your financial and personal information to match your objectives with sound strategies.
  • Implementing Thoughtful and Creative Solutions — I develop customized solutions tailored to your objectives, drawing from a wide selection of world class products and services.
  • Providing Timely, Ongoing Service — I regularly review your situation to help ensure your financial objectives are being met.

Investment management


I manage accounts through RBC Wealth Management’s Portfolio Focus® program, which is a personalized portfolio management program for which only a select group of RBC Wealth Management Financial Advisors qualify. Through Portfolio Focus, I can make investment decisions on your behalf, which allows you to simplify your life by freeing up your time. Consider some of these advantages that I can provide to you through the Portfolio Focus program:

  • Expertise
  • Personalized Portfolio Management
  • Timely Investment Decisions
  • Accessibility
  • Comprehensive
  • Asset-Based Fee Structure

Wealth management professionals

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Wealth Strategist


advisor

Wealth Management Consultant