Thoughtful process, tailored solutions.


We offer the personal touch of a boutique brokerage backed by the resources of one of Canada’s leading financial institutions. With our proven track record, Bill and his team deliver comprehensive wealth management solutions that make planning for your future feel simple, easy and goal-driven.

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Our team

We pride ourselves on attentive client service, backed by industry experience and credentials.

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Our approach

You are at the centre of our approach, which focuses on your goals, your needs, and your circumstances.

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Read the latest industry and market updates from experts and thought leaders at RBC. 

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Ready to get started?


The first step is a conversation

Contact us today