Achieve financial freedom with professional wealth management


You’ve achieved a lot in life, yet there’s so much more you want to do. Maybe you want to help your loved ones with a milestone purchase or fund your new business venture. Your next project may be to create a lasting legacy for future generations or, perhaps, you'd like to make a meaningful difference in your community, right there, right now. It could be that you yearn for a legendary life of adventure, or maybe a simple, cozy retirement is exactly right.

Whatever your goals, we take the time to understand what you want to accomplish with your wealth. Whether you need assistance managing wealth for yourself, your family or your business, we provide the professional advice you need, from start to finish.

And your wealth is indeed just the beginning – it’s a way to achieve more, give more, and experience more. We'll help manage your investments, plan your retirement, protect your financial security and plan your estate, so you can take comfort knowing you’re receiving expert wealth management and attention.

Contact us to learn how our knowledgeable team of professionals, backed by the resources of RBC Wealth Management, can help you grow more than wealth.

Recent Posts

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The Wealthy Barber on how a cottage can complicate estate planning

Sep 23, 2024 | RBC Wealth Management

“The last thing you want is for your cottage, a place of great memories, a true family treasure, to end up being a wedge that drives your family apart.”

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Video: The Wealthy Barber: Is your Will’s executor ready?

Aug 30, 2024 | RBC Wealth Management

When estate planning, remember to include your personal property and heirlooms

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Video: The Wealthy Barber wants to know: Are you making a Will?

Aug 30, 2024 | RBC Wealth Management

Why you should make a Will and include an up-to-date net-worth statement

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My Team

Timothy Bertrand

Portfolio Manager & Wealth Advisor CA, CPA, CFP, CIM, FCSI

Sarah Bertrand

Associate Portfolio Manager CPA, CA, CIM

Tanner Smith

Associate Advisor

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