Specialized Advice for Healthcare Professionals


Like the field of medicine, finance has been the subject of much scientific research and data. We believe wealth management should be approached with this level of rigor and discipline.


We serve doctors, dentists and many other medical professionals through all stages of their careers. Our client experience starts with comprehensive discovery to understand your personal and professional needs. We follow a structured, proven process and work with your other professional advisors as we develop, implement, and monitor personalized wealth plans. At every stage, we help navigate the complexities of building and protecting wealth as a healthcare professional.


In addition to our team's accreditations in investment management and as Financial Planners, we leverage RBC's renowned estate, trust, tax planning, and private banking experts to deliver proven strategies for both sides of the balance sheet. As your advisory team, we proactively manage risk, plan for the future, and help you accumulate wealth to create a lasting legacy. Our goal is to empower you to focus on your priorities: your family and your patients.


Reach out to us today to learn more about how we can help you accomplish your personal and professional goals.