Private Wealth Portfolio Manager
We have a small office in Bedford where I have built my business working with clients in understanding their concerns, objectives and goals while developing solutions for what is important to them as their life changes occur.
I speak in terms that you can understand and relate to rather than language that will confuse you even more. I am not here to sell you anything but rather to guide you in achieving your goals. I am transparent and will tell you if something is achievable or not.
I am a firm believer in continuous learning so I can evolve and improve within our ever changing environment. I have earned my Certified Financial Planner, Certified Executor Advisor & Responsible Investment Specialist designations as well as a Bachelor of Commerce from SMU.
We meet clients with in-person or virtual appointments and can utilize our secured system to send and receive documents electronically.
We take complex issues and make them simple.
My passion is education; my goal with each meeting is to teach you something new about the financial industry. Making sure you understand your options before making an informed decision is what I do. I understand there is no “one-size-fits-all” approach to financial planning, so I provide recommendations customized to your unique situation.
Whether you’re looking for personal wealth management for yourself, your family or your business, we have the knowledge and expertise to help you achieve your goals. We are backed by the extensive resources of RBC Dominion Securities, RBC Royal Bank and our wealth management partners.
We help navigate our clients through the challenges of retirement planning, estate planning, pension transfers and education savings. We work together to create a personalized financial plan today, which puts you in the best position to succeed in retirement.
I believe in building member/client relationships for the long-term, guiding you through the stages of wealth accumulation, protections and transfer with a plan, helping you meet your financial objectives and bring you closer to reaching your main life’s ambitions. Having my Personal Financial Planning (PFP) and RIS designations allows me to better serve you.
My clients benefit from my 20+ years of industry experience and my Responsible Investment Specialist (RIS) designation, as I focus on helping them build a balanced, purposeful financial strategy through a long-term wealth accumulation and wealth protection plan.
Client education and transparency are the cornerstones of my practice.