Your wealth goals are our priority

Our team’s mission is simple: to provide first-class wealth management advice that meets your unique needs.

Every client needs a plan

Utilizing RBC’s proprietary wealth management tools to create a personalized blueprint that reflects your goals and aspirations for the future is our commitment to you.

There’s power in partnership

We connect you with our partners across RBC to provide expert support and advice on Will and Estate Planning, business banking, charitable giving, and more.

Family is everything

Taking a multigenerational approach to wealth management, considering not only your evolving needs and current priorities, but also those of future generations, is what we do.

 

Why work with us

Our clients come to us from all walks of life, and they’re all united by a shared goal: to have an advisor who puts them first. Below are a few examples of some concerns that we have heard, and how we have worked to resolve them.

“I don't hear from my advisor very often. I wonder if they’re really paying attention to my portfolio.”

This is the most common reason for clients to seek change. We prioritize connecting with you regularly to ensure your plan remains aligned with your needs and provide you with quarterly reports and regular reviews to keep you informed.

“I’m worried that the recent financial crisis has ruined my ability to retire with the lifestyle I want.”

Many investors caught in a market downturn have the same concern. Our primary objective is to understand your goals and help you meet them so that you can get back on track. Through face-to-face meetings, we’ll use open and effective questioning to get an understanding of what is important to you and what you need to accomplish, before coming up with a plan to help you get there. You'll sleep better knowing that you're headed in the right direction.

“My investments are spread out all over. I get conflicting advice. I have difficulty measuring my results.”

We consider ourselves simplifiers and consolidators, and we’ll help you develop realistic goals and utilize them as a framework for monitoring and measuring your financial process and achievement. You will always know how your portfolio is performing relative to your specified goals and objectives.

“The personal service delivered by John gives us a great deal of confidence that we appreciate – and, more importantly, we value his knowledge and skill.” – D.G. and K.O.

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