I eventually transitioned to RBC Dominion Securities as my practice grew and my clients’ needs became more complex. Over 20 years of industry experience in insurance, business owner planning, financial planning and market cycles has equipped me to provide expert advice to my clients today. I have a passion for economics and markets. My disciplined approach to portfolio management is built on a fou
ndation of blue chip companies and dividend paying stocks. My fee-based model allows me to focus on your wealth management needs and grow and secure your wealth with a clear methodology. My clients include business owners who are looking for inter-generational wealth planning strategies, advice on business succession, tax-minimization strategies, insurance and risk mitigation and retirement planning. I manage investment portfolios within corporations. Additionally, my clients include professionals, incorporated professionals and individuals who have accumulated wealth. I often hear clients say that they view me as their trusted advisor and they feel like they can talk to me about anything. It is fulfilling to know that I am making a significant impact in the lives of my clients. Contact us to learn how our knowledgeable team of professionals, backed by the resources of RBC Wealth Management, can help you build and secure your future.
