Capabilities
We offer comprehensive wealth management services for all stages of your life — to help you build, preserve, enjoy and share your wealth — based on your unique needs, tolerance for risk, time horizon and how you feel about investing.
We are among an elite group of advisors at RBC Wealth Management with the experience, aptitude and authorization to provide custom money management services through the RBC Portfolio Focus program.
We also have deep experience helping clients prepare for intergenerational wealth transfer, using a variety of strategies and tools to help avoid or streamline probate, mitigate estate taxes and create a lasting legacy.
To make estate planning more manageable for you, we can and serve as the primary relationship manager responsible for orchestrating the efforts of your attorney, accountant, tax advisor and other professionals you may depend on to help you manage your financial life.
