Senior Wealth Advisor
With over 25 years of experience, Randy has developed a knack for simplifying the process of wealth creation and risk management.
Randy has once again earned his position as a member of the Assante Chairman's Council, a distinction he has held since 2012.
This recognition reaffirms his success as a practice. His team and the team of experts he works with are committed to providing you with the services you need to manage your wealth.
Planning your finances and making wise choices can be a challenge in this complex world.
Working with a network of highly skilled professionals, he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of life for his clients. Among the greatest strengths he brings to his client relationships are knowledge, integrity, commitment to exceptional service and the ability to speak in a language his clients can understand.
A balance of community, family and spiritual life contribute to the wisdom Randy brings to the table. His commitment and follow through come from listening to his clients, and helping them stay on track to get the most out of their plan.
Randy is active in continuing his education through professional associations and participating in projects in the community.
2022 Multi-Asset Outlook
Dec 24, 2021
Alfred Lam shares his multi-asset outlook for the coming year and what the impact could be to investors’ portfolios....Read more
RRIF, meet JLTD
Dec 15, 2021
If assets remain in a Registered Retirement Income Fund (RRIF), the estate may owe tax equal to about half the value. But a couple can offset the tax with a strategy you may not know about....Read more
Prepare for the unexpected
Dec 15, 2021
The pandemic taught us that anything can happen at any time. We’ve got several solutions you can put in place in advance to manage unexpected situations that may arise....Read more
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