Wealth Management Approach

My approach to working with clients is combining sophisticated investment planning tools with professional resources in order to match each individual’s objectives with customized solutions. My process includes:

  • Meet and discuss personal and professional background
  • Obtain financial asset details, develop financial asset and liability inventory
  • Discuss priorities/needs/timing
  • Run models to quantify/test reality/feasibility of objectives and goals
  • Develop asset allocation model for each objective, priority specific
  • Review and analyze current assets and liabilities, fit into allocation model, retain/reposition
  • Implement recommendations, financial asset repositioning, liability management account consolidation
  • Estate planning review, legal document checklist, titling of accounts, balancing
  • Disaster protection review, life insurance/impact of loss, disability, liability, life care
  • Establish service expectations, frequency of meetings
  • Interaction with other professional advisors (legal, tax); team meetings

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.


Wealth Strategist


Trust Consultant


Wealth Management Consultant

City National Bank banking advisor

City National Bank banking advisors serve as a resource to RBC Wealth Management financial advisors. Together, we gather valuable information and develop a stronger understanding of your financial objectives to support a comprehensive wealth strategy. 

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