Wealth management approach

My approach integrates your objectives into a personalized plan that can be updated as life changes occur. I combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. My process includes:

  • Understanding Your Financial Objectives
  • Gathering Your Current Financial Information
  • Developing Smart, Time-Tested Strategies
  • Implementing Thoughtful and Creative Solutions
  • Providing Timely, Ongoing Service

Portfolio focus

I manage accounts through RBC Wealth Management’s Portfolio Focus® program, which is a personalized portfolio management program for which only a select group of RBC Wealth Management Financial Advisors qualify. Through Portfolio Focus, I can make investment decisions on your behalf, which allows you to simplify your life by freeing up your time. Advantages that I can provide to you through the Portfolio Focus program include:

  • Expertise
  • Personalized Portfolio Management
  • Timely Investment Decisions
  • Accessibility
  • Comprehensive
  • Asset-Based Fee Structure