Discover why RBC partners recommend us

 

You have built your net worth through hard work and dedication. We have built our gold-standard reputation by applying the same effort and determination to safeguarding and advancing it. That’s why our team is the number one choice for client referrals across RBC.

Ornate white library with full shelves and daylight streaming in.

Proven expertise

Experience can’t be simulated. Every hand-picked member of our robust team is an advanced professional with a distinct specialty honed over a decade or longer in the industry.

Our team
Three men contemplating business in board room.

Proven expertise

Experience can’t be simulated. Every hand-picked member of our robust team is an advanced professional with a distinct specialty honed over a decade or longer in the industry.

Our team
Couple seeking financial advice.

Exceptional service

Gaps and inefficiencies have real-dollar repercussions. Focused on continuity and client experience, we are uniquely positioned to offer a seamless “family office” style service.

Our approach
Ornate white library with full shelves and daylight streaming in.

Exceptional service

Gaps and inefficiencies have real-dollar repercussions. Focused on continuity and client experience, we are uniquely positioned to offer a seamless “family office” style service.

Our approach
Three men contemplating business in board room.

Unwavering values

The highest standards lead to the best results. In all we do, our shared dedication to doing right by our clients, our colleagues, and our community is our guide.

Our commitment
Couple seeking financial advice.

Unwavering values

The highest standards lead to the best results. In all we do, our shared dedication to doing right by our clients, our colleagues, and our community is our guide.

Our commitment

There’s no better team than ours to help a client navigate the top financial institution in Canada.

– Alex Mainella

Let’s talk