Personal relationships. Global resources.


Personalized investment services

Having a trusted advisor has never been more critical. I am committed to listening to you, understanding your concerns, and helping ensure all aspects of your financial life are aligned. I strive to be your personal advocate and provide you with advice that is tailored to your unique circumstances and all you'd like your wealth to achieve. Incorporating investments in a holistic plan is essential when making long-term decisions and helps ensure avoiding asset depletion and protecting your purchasing power. I look forward to the opportunity to help you embrace your financial future with confidence.

Corporate and executive services

I am part of RBC Wealth Management’s Corporate and Executive Services (CES). CES guides corporations and their executives through regulatory complexities while delivering an array of sophisticated investment options including:

  • Investment banking services
  • Employee stock options
  • Directed share -programs
  • Corporate share repurchases
  • Restricted stock transactions
  • Affiliate trading programs (10b5-1 plans)
  • Employee education and communication for benefit plans
  • Retirement plan design and fee analysis

Global Insight 2020 Outlook

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.

 

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, please contact me.