Our approach

As experienced private wealth advisors, our team is committed to handling and decoding the complexities that come with wealth. We offer important access to RBC Dominion Securities’ premier specialists and resources.

Our understanding of changing markets allows our team to offer a variety of expertise to enable us to respond strategically in the context of your goals. We are dedicated to providing ongoing advice to help you build your wealth.

Our comprehensive, disciplined approach to wealth management goes beyond portfolio management. This is active wealth planning and net worth analysis that incorporates personal financial planning, insurance needs, and Will and estate planning.

Private Investment Management is our premium level of discretionary, integrated wealth management. This level of care and attention to detail will allow you to delegate the management of your financial affairs with confidence and ultimately, to truly realize the potential of your wealth.