Managing your wealth with confidence requires a relationship built on trust, expertise and a thorough understanding of your goals/needs. We adopt an integrated approach to wealth management which takes into account not only the financial aspects of money, but the personal and relational issues as well. Collectively our TEAM has almost 80 years of combined financial industry experience, and share a common passion for helping families with all aspects of managing wealth.
We understand the different and changing needs of each of our clients, often before they recognize these needs themselves. We believe that investments cannot be managed in isolation, rather they need to be viewed in the context of family relationships with multiple interests that evolve over time.
Our comprehensive wealth management strategy is further enhanced by the best in class investment platform at RBC Wealth Management. This includes a broad and objective array of investment management solutions, the largest and most experienced wealth services team in the country.
Our team goes above and beyond to ensure you live your life with the peace of mind you deserve. We provide regularly scheduled portfolio meetings to thoroughly review your portfolio's performance and to answer any questions you may have, always with a view of meeting your long term financial goals.
Contact us today to arrange a complimentary consultation and our team of experienced wealth management professionals will be happy to discuss your unique needs.