Building and Protecting Your Wealth

My wealth management solutions extend well beyond investment counsel and money management. From investing to using insurance and tax strategies to build, protect, maximize and transfer your wealth, I can help meet all aspects of your financial situation throughout your lifetime.

Above all else, I have a passion for helping people. My clients share their dreams with me, we formulate a financial plan, and I help them achieve their goals.

Along with the resources of RBC, I will gather and manage an extended team of specialists on your behalf, including accountants, lawyers, insurance professionals, and tax and estate experts. As your needs evolve, I will continue to examine your plan and identify any opportunities that may arise as a result of changes in your state of affairs.

Investing and Portfolio Management

Invest for growth, income and wealth preservation using proven investment strategies, custom solutions and a full range of investment products.

Business Planning

Invest on behalf of your corporation and gain access to essential solutions and tactics that can help mitigate your business risk.

Retirement Planning

Build your capital, protect your savings and expand your income with approaches and solutions designed for each phase of your life.

Estate Planning

Shield your estate's assets and make the most of the wealth you pass on by means of fundamental insurance strategies, charitable giving solutions and more.

High-Net-Worth Portfolios

Gain access to the discretionary service, tailored solutions and individual support you require to effectively manage your assets.

Not-for-Profit Organizations

Help meet the terms of your institution’s mandate by means of our investment management, planned giving, custody and administration, and other solutions.

Why Clients Choose Me

I have a genuine interest in the success of my clients. My professional knowledge and detailed process is balanced with compassion and understanding. Resulting are honoured and trusted relationships where clients have comfort with the strategy that has been developed in joint discussion. With my inclusive approach, clients have an understanding of their complete financial situation. I am not satisfied until I have provided the ultimate level of client service.

Originally from Winnipeg, I spent the first years of my career apprenticing with some of RBC Dominion Securities most astute investment professionals in both Victoria and Vancouver. As a graduate of the University of Victoria with a degree in economics, I am continually upgrading my professional credentials to provide a superior level of service. I received the Financial Management Advisor (FMA) designation in 2007, and a Life and Accident & Sickness Insurance License in 2009.

I am passionate about what I do, and bring that value to my clients.

I welcome and appreciate your referrals. If you know someone who could benefit from my services, please do not hesitate to call me. Not only can I assist your friends and family with their investment needs, I can also recommend services available from other parts of RBC Financial Group that might make sense for them.