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
