RD Wealth Advisory

Your wealth is our commitment

As an Investment Advisor, licensed Portfolio Manager and media commentator, I bring a straightforward approach and a fresh perspective to growing, managing and protecting your wealth. My team and I communicate regularly with our clients to give them up-to-date information and a behind-the-scenes look at current market conditions. We are uniquely positioned to provide you with the insight you need to uncover investment opportunities with exceptional growth potential, often from those directly connected to the companies that we explore.

Our clients are busy with family, work and personal interests.

They don’t always have time for hands-on investment management. Whether you prefer a hands-off discretionary approach or a higher degree of day-to-day involvement, we can support you in bringing your financial goals within reach. We manage our clients’ assets with care and integrity, and those same values are reflected in the work we do in the Edmonton community.

We invite you to contact us if you would like to learn more about how we can help guide you towards financial freedom in a pressure-free environment.

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Who We Are

A culture of partnership

Canaccord Genuity Wealth Management is Canada’s preeminent wealth management firm, focused on providing best-in-class wealth management strategies and capabilities. Our Investment Advisors are backed by a wide array of resources and specialists who work together to build a customized plan to align with your goals and help you succeed.

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Our Values

Driven by your success

You are unlike any other investor in the world. That’s where we start. Our entire model is built around you — your goals and your vision of success. To us, each situation is unique and deserves a customized and tailored solution to help you achieve your goals, as you define them.

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