Member Details

Personal Bio

With over 18 years of experience across multiple business lines at RBC, I bring a deep understanding of the financial services industry & a passion for helping Canadian businesses succeed.

I work closely with companies of all size in Canada to design and implement retirement benefit plans that support the long-term financial wellness of their workforce while taking advantage of strategic tax benefits.

My goal is to empower employees with the tools and knowledge they need to secure their financial goals, while helping businesses differentiate their company from the industry by attracting and retaining the top talent.

Group savings & pension plans are an essential tool for organizational growth and transformation. By helping employees improve their long-term financial wellness, a properly designed plan not only supports individual security but also strengthens an organization’s ability to attract, retain and engage talent.
That’s why I work hand in hand with my colleagues at RBC Commercial Banking, Wealth Management & across our extensive global network to provide businesses with a holistic approach to employee benefits. Together, we help companies unlock the enterprise value of RBC- Canada’s largest asset manager with over $572B in assets under management & over 150 years of banking expertise.

Outside of work, I enjoy helping our communities thrive as a committee
member of RBC’s Celebration of Impact Campaign where we have raised over
$100 million since 2018 for non-profits and charitable organizations. I also enjoy staying active by participating in a local men’s basketball league, golfing as much as I can during the warm weather months & spending time with my family & our big cuddly dog Willow, in the Toronto Beaches community.

Business Description

Services Offered

• Active consultation and tailored recommendations to deliver savings programs that can help improve your employees’ financial future
• Access to financial advice and guidance from an extensive network of professionals to fit your business needs
• Simple and easy plan set-up, implementation and ongoing administration via a secure portal and fully supported by our dedicated team
• End to end program support from a trusted partner with strong expertise in design and setting up group savings plans for businesses across Canada
• Dedicated RBC Group Advantage Relationship Managers providing advice and service to support your ongoing plan administration needs as well as to help make governance straightforward and ensure compliance with regulatory requirements

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