I work with high net worth individuals and families, offering a boutique financial services experience. Focused on planning, I work with clients to prepare for retirement, education expenses, estate planning and wealth transfer, while managing risks and tax efficiency. I manage accounts through RBC Wealth Management’s Portfolio Focus program, which is a personalized portfolio management program. Through the Portfolio Focus program, I can make investment decisions on your behalf, which allows you to simplify your life. Some of the advantages that I can provide to you through the Portfolio Focus program:
Only a select group of RBC Wealth Management’s financial advisors are eligible to serve as portfolio managers in the Portfolio Focus program. This means I have been carefully screened and have the knowledge and experience necessary to carefully evaluate and implement the most suitable investment ideas available for you.
Personalized Portfolio Management—
As your portfolio manager, I will take the time to learn all about you—your family situation, financial goals, investment preferences, time horizon, and tolerance for risk. Based on this deep understanding of your needs, I will create and maintain a portfolio that’s tailored to your needs
Acting with integrity and providing you superior client service, I will allocate your portfolio to meet your specific needs and goals, positioning you to take advantage of opportunities the market presents.
After graduating from the Culinary Institute of America in 1989, I had a very successful career as a professional chef and restaurateur. Drawing upon these real life experiences, I began my financial services career at Merrill Lynch in 2007. I am passionate about my clients' success, and continues to emphasize on-going education and research.