Our clients

If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.

The loss of a loved one can leave a gap. We ensure your experience is as seamless as possible as we help chart your way forward, taking care to surround you with the support and expertise you need every step of the way.

Divorce can be emotional, which is why it’s important to look after your well-being, financial and otherwise. We’re here to support you and help you make the right financial decisions in the midst of change.

A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.

Whether you’re a player or a performer, we’re here to make your life easy. From customized investment portfolios to cross-border financing, we’re committed to helping you build a solid financial foundation that lasts. 

With a family-first approach and a savvy understanding of the impacts of business ownership, we focus on intergenerational wealth strategies that reflect your values, history, and unique needs.

Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.

C-suite professionals, directors, and decision makers can take advantage of tailored solutions that help maximize compensation, protect wealth, and take advantage of fast-moving career opportunities.

Our vision is to bring your vision to life. From municipalities to charitable organizations and beyond, we act as your trusted partner to help you responsibly manage your stewardship obligations.

With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.