About Us

How many times have you had a conversation with someone about money and it leads to more unanswered questions? How do I sell my business and save on taxes? How do I protect my wealth? What investments should I own? When do I retire? How much money should I save? How much risk should I take? When do I start my CPP? What do I do when I retire? How do I protect the value of my estate?

There are answers to these questions and it’s different for everyone.

I help business owners build wealth in their business as well as personally, minimize taxes and plan for retirement.  Whether you are just starting out or selling your business our team of experts can provide the advice you need at every stage.

I also work with individuals who want to create, retain and transfer wealth.  We can help you build a nest egg, provide you with tax efficient income in retirement and maximize your estate value.

Whatever your goals, I take the time to understand what you value, where you are today and what you want to achieve.  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 just the beginning.  It’s a way to achieve more, give more, and experience more so that you can enjoy your life to the fullest.  

We'll 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 answer your questions.