The wealth management process

Simply put, the wealth management process helps you to prioritize your goals and to prepare financially to achieve them. My role is to help you with the financial aspects of this process.

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

  • Understanding your financial objectives — I begin by asking questions to help learn about your current financial situation, what you want to accomplish in the future, and how you feel about risk.

  • Developing smart, time-tested strategies — Based on information you provide, I analyze your unique personal and financial needs, then match your objectives to appropriate strategies.

  • Implementing creative solutions — Drawing on the vast resources of RBC, I develop customized solutions tailored to meet your objectives. Although tax preparation is not a service I provide, my experience as a CPA in public practice allows me to discern issues specific to my clients’ circumstances and communicate them to their tax advisor.

  • Providing timely, ongoing service — I regularly monitor the performance of your plan and check in with you periodically to make sure that the plan is still positioned to accomplish your financial objectives.