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

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.


Wealth Strategist


Wealth Management Consultant