A unique team with a unique approach

We are a seasoned team with more than 45 years of combined experience in wealth management, trading, investments, wealth planning and client services.

As a client, what can you expect?

• A collaborative approach with the needs of our clients and partners driving the relationship forward.
• Our established, disciplined investment philosophy with the utmost in transparency, integrity and performance.
• The sophistication and expertise you want in a local financial advisor, with the backing of RBC Wealth Management and the Royal Bank of Canada.

We founded our team in 2005. We are a dual registered, open architecture, boutique financial advisor affiliated with RBC Wealth Management. As such, we are rather unique in comparison to our competitors, with the ability to offer the flexibility of investment advisor services for a flat fee or provide commission-based brokerage services.

We are proud to have been working with clients for more than 15 years as a team. We are also proud to be working for RBC Wealth Management, a company with deep resources, a reputation for putting the interests of clients ahead of our own and a passion for helping our clients accomplish their wealth management goals.

We look forward to working with you to achieve your goals over the coming years and decades.

Global Insight Monthly

The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.