My approach

High net worth investors face more complex issues and have greater opportunities available than most people. My process includes a disciplined approach to reviewing, prioritizing and addressing 13 key wealth management issues:

  • Investments
  • Wealth Protection
  • Managing Liabilities/Liquidity Needs
  • Qualified Retirement Plans
  • Stock Options
  • Business Owner Interests
  • Durable Power of Attorney
  • Gifting to Children/Descendants
  • Charitable Giving During Life
  • Titling of Assets
  • Executor/Trustee Relationships
  • Distribution of Wealth at Death
  • Charitable Inclinations at Death

While the decisions you and your family face are important, with help from me and my team at RBC Wealth Management, these tasks will not be as daunting as they may seem. My integrated approach to wealth management can ensure an optimal level of asset management while being mindful of tax and estate implications.