1.) 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. I may also ask about family dynamics that may be important.

This step is essential to developing a comprehensive, effective wealth management plan.

2.) Developing smart, time-tested strategies

Based on the information you provide, I analyze your unique personal and financial needs, then match your objectives to appropriate strategies. 

This step is crucial, because it helps define how I am going to help achieve your financial goals.

3.) Implementing creative solutions

Drawing on the vast resources of a global leader in diversified financial services— the Royal Bank of Canada — I customize a solution set to help meet your specific long-and short-term needs.

This is the step where I deliver world-class products and services tailored to your unique financial goals.

4.) Providing timely, ongoing service

Markets change over time. But your life — and your needs — may change, as well. So I regularly monitor the performance of your wealth management plan and check in with you periodically to make sure I still understand your financial objectives (see step one).

This is the step that helps me ensure your financial objectives are being met — and make adjustments as necessary to keep your wealth management plan on track.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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