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

Video: The Wealthy Barber on why executors should rely on trustworthy professionals

Video: The Wealthy Barber on why executors should rely on trustworthy professionals

Nov 29, 2023 | RBC Wealth Management

There’s a lot of advice online, and a lot of misinformation. If you’re an executor, get the right advice for you.

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Video: Are you an executor? Three reasons why you should get help

Video: Are you an executor? Three reasons why you should get help

Nov 29, 2023 | RBC Wealth Management

The Wealthy Barber on why executors should consider getting help from the professionals.

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Canadian artist Azza El Siddique melds materials and technologies to help people see art in new, spectacular ways

Canadian artist Azza El Siddique melds materials and technologies to help people see art in new, spectacular ways

Nov 29, 2023 | RBC Wealth Management

The artist's latest piece, acquired by the RBC Art Collection, was created in response to a painting by her late brother.

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My Team

Timothy Bertrand

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

Sarah Bertrand

Associate Portfolio Manager CPA, CA, CIM

Tanner Smith

Associate

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