A commitment to you
I am dedicated to addressing the complex financial needs of high net worth investors. Every service I provide and every solution I offer is directed toward helping preserve and grow my clients' wealth.
As one of my most valued clients, I work with you and your family to gain a deep understanding of what really matters most in your life: your needs, lifestyle, values and goals. My holistic recommendations encompass growing assets, managing risk and liabilities, creating an income stream and charitable planning.
Choosing the right advisory relationship can be as important as choosing the right investment strategies and asset allocation. I am a versatile, flexible advisor who is proactive and hands-on with the ongoing management of your investments. I describe my investment approach as opportunistic, utilizing the vast resources of the global marketplace.
I skillfully collaborate with you and your many professional advisors, such as your accountant and attorney, to help ensure that the goals of your family are accomplished. I have found that collaboration enables you to understand each advisor's role and creates a team approach in helping you plan for the future. While we are all experts in our respective fields, the services we provide often affect the work we are all doing on your behalf.
These collaborative relationships have allowed me to help numerous clients manage their assets and achieve their financial goals. I am proud that the majority of my clients have come through referrals from other clients or the professionals with whom I partner.
As a client, you will benefit from the high level of attention you will receive from me along with the smart, time-tested financial solutions available through RBC Wealth Management and our parent company, Royal Bank of Canada.