Helping clients accumulate a wealth of experiences and relationships with their resources.
You’ve achieved a lot in life, yet there’s so much more you want to do. Maybe you want to help your loved ones with a milestone purchase or fund your new business venture. Your next project may be to create a lasting legacy for future generations or, perhaps, you'd like to make a meaningful difference in your community, right there, right now. It could be that you yearn for a legendary life of adventure, or maybe a simple, cozy retirement is exactly right.
Whatever your goals, we take the time to understand what you want to accomplish with your wealth. Whether you need assistance managing wealth for yourself, your family or your business, we provide the professional advice you need, from start to finish.
And your wealth is indeed just the beginning – it’s a way to achieve more, give more, and experience more. We'll help manage your investments, plan your retirement, protect your financial security and plan your estate, so you can take comfort knowing you’re receiving expert wealth management and attention.
Contact us to learn how our knowledgeable team of professionals, backed by the resources of RBC Wealth Management, can help you grow more than wealth.
The “why”
At the core of my practice is a commitment to bringing my knowledge and experience to my client’s wealth journey, to help guide them in making sound financial and investment decisions. For me, it all boils down to the intersection of people and life. My primary goal, and that of the firm’s, is to customize each client’s financial plan to align with their needs. I consciously make a sincere effort to learn about your family relationships and dynamics to help understand your “why.” To foster the most effective service offering, I also nurture relationships in the community, with other service providers such as accountants, lawyers, realtors, insurance agents, mortgage specialists and elder-care providers, to name a few.
The “how”
I am dedicated to helping clients being strategic with how they grow and protect their net worth. An in-depth analysis of one’s current cash flow and future budgets is where we begin – while I admit it is not always as exciting as investments, it is the most underrated personal finance exercise. We then review the impact of tax on one’s cash flow, and if there are alternative ways to make your finances more tax-efficient. We can then move on to the investment review, to complement the cash flow needs we uncovered earlier. It’s possible you don’t need to be aiming for a 10% return to meet your goals, if based on your assets and cash flow, a minimum of 4% would be sufficient. The final leg is estate planning, coordinated with our experts and your lawyer.
My story
I graduated with a Bachelor of Commerce from York University in 2008, and subsequently embarked on a career in finance at one of the “Big Five” Canadian banks. Over the past 10 years, I have advanced my expertise in financial planning and investment management with certifications, including the Certified Financial Planner (CFP), Certified Investment Manager (CIM) and Certified International Wealth Manager (CIWM) designations.
I joined RBC Dominion Securities in 2019. I have been featured on the Business News Network (BNN) and interviewed on the radio, as well as quoted in print media. On a personal note, my lovely wife and I have a boy and girl – Amelia and Nolan. When not busy running after them, you can find us planning vacations to help them discover the world. Along with volunteering for various charitable endeavors, I also lectured in finance at my alma mater to undergraduate students.
Family and friends have described me as having a passion for helping individuals build their wealth with tools that will add value to your financial journey. Let’s get started with a conversation – feel free to contact me today.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with a conversation.
Our personal approach and personalized services centre on you and begin with getting to know you, your needs, your goals and your loved ones.
What we do
The four-step portfolio approach
The basis of long-term, successful money management, the portfolio approach is predicated around creating a customized investment portfolio that reflects your investment needs throughout the various stages of your life. There are four steps to the custom portfolio approach.
- Step 1: Understanding your needs and goals
- Step 2: Creating your investment strategy
- Step 3: Building your custom-designed portfolio
- Step 4: Managing your portfolio
How we do it
We ensure that every client
- Completes the financial planning process
- Has an up-to-date Will
- Utilizes tax-efficient investment strategies most beneficial for their situation
- Has a named and well-considered executor and power of attorney, in a suitable jurisdiction, properly documented
- Has a personalized investment portfolio with a fully transparent fee structure
- Has been offered a fully digital experience, including online statements, tax documents and remote meeting capabilities
Resources
Events
Awareness, education and empowerment are at the core of our practice. Join our upcoming webinars.
Wealth Transfer Report
It's estimated that within a generation, US$4 trillion will be passed down to inheritors in Canada, the United Kingdom and the United States. Yet wealth rarely endures long enough to create a legacy that lasts for multiple generations.
Financial Planning
RBC Wealth Management offers personalized financial planning for women, starting with the Un-Bucket List and myGPS tools to clarify goals and visualize your financial future with tax-smart Canadian strategies.
Retirement Planning
RBC Wealth Management helps convert your nest egg into regular, tax-efficient retirement income. Explore strategies for generating sustainable income while managing risk, including RRSP optimization, CPP planning, pension options, and government benefits to maximize your after-tax retirement savings.
Tax Strategies
RBC Wealth Management helps high-income earners optimize taxes through Tax-Free Savings Accounts (TFSAs). Enjoy tax-free growth and withdrawals on investments like mutual funds, GICs, and securities. Available to Canadian residents 18+, TFSAs offer flexibility with no age limits and preserve government benefits eligibility.
Estate Planning
RBC Wealth Management provides comprehensive estate planning solutions to protect your assets and transfer wealth tax-efficiently to beneficiaries. Services include income replacement strategies, tax minimization, liquidity planning, and the Family Inventory Checklist to organize documents and ensure your loved ones are properly cared for.
Videos
Wealth planning videos
Please scroll through all of our wealth planning videos on the right.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.
Financial Planning
Retirement Planning
Tax Strategies
Events
Retirement Elsewhere: Dominican Republic
Are you considering a change of scenery for your retirement years? Join us for an informative webinar tailored specifically for Canadians exploring the exciting opportunities of retiring in Dominican Republic. This session will provide valuable insights into the benefits, challenges, and steps involved in making this significant life transition.
What You'll Learn:
• Cost of Living: Understand the economic advantages of retiring in Dominican Republic, including lower living expenses, affordable healthcare, and real estate options.
• Lifestyle & Culture: Discover the vibrant culture, friendly communities, and diverse recreational activities that make Dominican Republic a desirable retirement destination.
• Legal & Financial Considerations: Get expert advice on visas, residency requirements, and managing your finances abroad.
• Safety & Security: Address common concerns about safety, and learn how to choose the best locations for a peaceful and secure retirement.
Who Should attend?
• Canadians approaching retirement age
• Individuals interested in International Living
• Anyone curious about the benefits of retiring abroad