With over 25 years of experience in the financial industry, I am a Senior Portfolio Manager & Wealth Advisor at RBC Wealth Management, one of the largest and most respected wealth management firms in Canada. I hold the prestigious Fellow of the Canadian Securities Institute, Chartered Investment Manager, and Licensed Life Insurance Agent credentials, which demonstrate my commitment to excellence, ethics, and education in my profession.My mission is to help my clients build, preserve, and manage their wealth, by providing them with best-in-class wealth management services and advice. I specialize in working with high net worth individuals, families, and business owners, who value my framework and discipline that leads to customized and effective investment solutions. I work with clients locally in the Greater Toronto Area and virtually nationwide, and I strive to ensure their peace of mind and satisfaction.