As an Investment & Wealth Advisor at Canada’s leading wealth management firm, Riley translates clients’ unique circumstances, needs and values into a concrete, fact-based strategy; implementing that strategy through a diligent investment management process. Riley leverages his wealth planning expertise, strong educational foundation, principles of sustainable investing, and the institutional strength of RBC Dominion Securities to help individuals, families, business owners, executives and professionals achieve their goals.
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Investment management
- Succession planning
- Charitable giving
Minimum Account Size
$1,000,000+
Investor Type Dealt With
Individual
Institutional
Type of License
IIROC
Provinces Licensed In
- Alberta
- New Brunswick
- Nova Scotia
- Ontario
- Quebec