Getting you and your family closer to financial freedom

With your customized roadmap in mind, we leverage an institutional style money management approach that prioritizes the careful protection, and growth, of your hard-earned wealth to propel you forward toward your goals.

An investment advisor working with a client.

Aligning your investments

Before we invest your wealth, we align your investments to your goals by drafting a unique Investment Policy Statement (IPS) – a document that outlines your return expectations, income requirements, risk tolerance, time horizon, and other unique preferences.

An investment advisor working with a client.

Aligning your investments

Before we invest your wealth, we align your investments to your goals by drafting a unique Investment Policy Statement (IPS) – a document that outlines your return expectations, income requirements, risk tolerance, time horizon, and other unique preferences.

A laptop computer showing graphs.

Guiding you toward your goals

With Private Investment Management and A+ investing, RBC’s premium investment platforms only available through a select group of investment advisors, we leverage the unparalleled knowledge of our team and a global “big picture” approach to guide you forward.

A laptop computer showing graphs.

Guiding you toward your goals

With Private Investment Management and A+ investing, RBC’s premium investment platforms only available through a select group of investment advisors, we leverage the unparalleled knowledge of our team and a global “big picture” approach to guide you forward.

An investment advisor charting the path forward.

Providing unparalleled protection

Our aim isn’t only focused on building and growing your wealth, but also protecting it at every point along the way. That’s why we regularly incorporate risk management strategies including global market research, diversification, and alternative investments into your portfolio.

An investment advisor charting the path forward.

Providing unparalleled protection

Our aim isn’t only focused on building and growing your wealth, but also protecting it at every point along the way. That’s why we regularly incorporate risk management strategies including global market research, diversification, and alternative investments into your portfolio.

An advisor communicating with a client.

Offering constant communication

The road ahead may seem daunting, but we provide true peace of mind by regularly communicating your progress toward your destination. Through scheduled check-ins, reviews, and regular contact, we ensure you never feel alone on the road to financial freedom.

An advisor communicating with a client.

Offering constant communication

The road ahead may seem daunting, but we provide true peace of mind by regularly communicating your progress toward your destination. Through scheduled check-ins, reviews, and regular contact, we ensure you never feel alone on the road to financial freedom.

“Sam has helped us become confident in our personal finances and our wealth management. He has worked with us to provide timely analysis, life insurance information, sound investment advice, and has even worked with our adult children to assist them with financial matters as they have arisen. Simply put, Sam has proven himself to be an invaluable player in our financial lives. We rely on him heavily and he always comes through.”

– Carla and Bill McLean

Interior shot of a family on a road trip.

Where do you want your wealth to take you?

Let our experienced team guide you and your family along the way.

Let’s talk