Wide-ranging expertise, far-reaching capabilities


We are proud to work alongside best-in-class experts from a range of financial disciplines, empowering us to support our clients in all areas of their financial life.

Financial planning

Uncovering and implementing strategies that support your short- and long-term financial goals.

Wills & estate consulting

Expertly navigating the ins and outs of wealth transfer with a tax-efficient plan that protects your legacy.

High-net-worth & business owner planning

Providing fully customizable financial planning and tax services to affluent families and business owners.

RBC Private Banking

Offering sophisticated banking packages and high-end credit solutions with an integrated approach.

I am encouraged and reassured to have a cohesive team of minds looking after our future. We made the money, and we trust they can figure out how to preserve and grow it.

– R.C., client for over 10 years