My personal approach
As your portfolio has grown, so too has its complexity and the resources needed to manage it. As a financial advisor, I have the knowledge, experience and commitment necessary to manage your investments on an ongoing, fully discretionary basis, providing you with objective advice on critical financial matters.
Working closely with you, I will develop a wealth management plan focused clearly on your objectives — one that reflects your lifestyle expectations, cash flow needs, risk tolerance and aspirations for your family. From there, I will help you build a portfolio informed by the resources and insight available from RBC Wealth Management.
When you look at wealth management from a long-term perspective, one thing becomes clear: it’s your future, not just your money. And over time, I can help you navigate the noise and distractions of challenging markets, providing a disciplined sense of focus on what’s most important — your progress toward your goals.