We aim to have a positive impact on our clients' lives by ensuring that they benefit from proper planning and portfolio management to protect and grow their business and personal assets.
No matter whether you are in
the earlier stages of saving,
nearing retirement, or are
looking to make the most of the assets you have saved into retirement
our process gives you a unique, bespoke plan and portfolio, which are built upon your values, objectives and circumstances.
As an Investment Advisor, I specialize in helping successful business owners, professionals and executives plan for their goals and attain them in an optimal, cost-effective manner. Leveraging the unmatched resources available to us at RBC Dominion Securities, we deliver professional investment management, financial planning, will & estate planning and business owner planning to our select group of clients.
Being well aware that our clients' lives include much more than investments, we chose a multi-disciplinary approach to Wealth Management, because we think it's the best way of guaranteeing that no aspect of our clients' lives is overlooked.
Creating better outcomes for our clients is our passion! Ask what makes us different!
By appointment only
March 25, 2023 11:51 pm local time
745 Thurlow St - 20th Floor, Vancouver British Columbia, V6E 0C5, Canada