Investment & Retirement Planning

Whether you are making an important financial decision, or would benefit from an overall review of your financial picture, I can provide advice that addresses the various aspects of your financial well-being.

This includes specialized advice with access to a full range of RBC solutions related to:

Investment Planning: To develop investment strategies to help you achieve your goals

Retirement Planning: To help you accumulate the financial resources you need to achieve your ideal retirement

Transitioning into Retirement: To assist you in making pension, severance, retirement income and other related decisions

Estate Planning: To ensure you have considered your estate needs

Tax Planning: To make sure you consider tax efficiency aspects throughout

What you’ll experience: Your Future by Design®
Planning your future involves more than just money. It involves you — your needs, your values and your dreams.

Strength you can trust®
As an RBC client, you have the security of dealing with one of the world’s leading diversified financial services companies. One that is distinguished by a long heritage of financial strength, integrity, and unwavering dedication to our clients. Over the years, we’ve maintained our financial strength in every type of market condition by applying sound risk management policies, a diversified approach to business and a long term view to decision making. Supported by best in class tools and solutions, I will use this same rigour and discipline in working with you to help you achieve your own long term success.

Financial solutions on your terms®I am able to work around your schedule and meet with you wherever and whenever it’s convenient — your home, business or local RBC Royal Bank branch. Whatever your choice, rest assured your financial information will remain in the strictest confidence.

Benefit from my knowledge and experience
As your planner, I’m here to provide the advice that’s right for your life. A career of 17 years in the financial services industry has prepared me for this role. My professional experience is enhanced by post-secondary education, which includes Diploma in Administration and Managerial Accounting from the École des Hautes Études Commerciales (HEC). I have also completed the Canadian Securities Course and the Wealth Management Course. I am committed to continually building my knowledge so I can provide you with advice that is current and relevant in today’s environment.