It all starts with you


Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.

What we do

With our vast experience, we have developed a disciplined client service model, and we commit to providing our clients with an agreed-upon defined roadmap, including wealth planning, portfolio management, and retirement and estate planning. Our team's consistent client-focused process is the reason our clients tell us they trust us. In addition to concise communication, prompt response and ongoing portfolio monitoring, our offering includes regular portfolio updates, comprehensive annual reviews and access to our team of experts to assist when complex circumstances arise. 

How we do it

By taking an integrated approach to wealth, we can help you protect your lifestyle, manage your nest egg, plan your retirement, create a lasting legacy, and much more. We are here to help you and your family navigate the complexities of managing wealth by ensuring you understand the various financial issues, concerns and opportunities you face at every life stage.

How we serve your wealth in its entirety


Our full-scope service offering brings together the best in professional investment portfolio management and comprehensive planning in all areas of wealth through strategic partnering with best-class-specialists throughout our robust RBC network.


Portfolio Management

Professional investment management

Multi-generational support

Risk management

Wealth protection

Retirement income planning

Will and estate planning

Comprehensive financial planning

Charitable giving and philanthropy

Tax planning 

Financial literacy

Legacy planning

Coordinating everyday banking needs

Optimizing business wealth

Group pensions and retirement savings plans

Credit and lending solutions

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Ready to get started?


The first step is a conversation

Contact us today