It all starts with you


Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.

What we do

Our professional team is backed by the resources, strength and stability of RBC Dominion Securities. Investment management is central to our tailored approach to growing and protecting your wealth. Our clients benefit from financial planning, will and estate planning, retirement and inter-generational wealth transfer.

How we do it

We build trust and confidence by understanding what is important to you, whether it is the success of your family, your career, your business, or your legacy. That is where we begin, by getting to know you and working together to build your roadmap for the future.

How we serve your wealth in its entirety


Our full-scope service offering brings together the best in professional investment portfolio management and comprehensive planning in all areas of wealth through strategic partnering with best-class-specialists throughout our robust RBC network.


Portfolio Management

Professional investment management

Multi-generational support

Risk management

Wealth protection

Retirement income planning

Will and estate planning

Comprehensive financial planning

Charitable giving and philanthropy

Tax planning 

Financial literacy

Legacy planning

Coordinating everyday banking needs

Optimizing business wealth

Group pensions and retirement savings plans

Credit and lending solutions

RBC logo on branch building RBC logo on branch building

Ready to get started?


The first step is a conversation

Contact us today