What comprehensive wealth management really means

With the support of an extensive team of highly accredited professionals, we can provide the highest level of expertise to ultra-high-net-worth families to meet each family’s increasingly complex needs. Our integrated approach means we will involve the right professionals and work with your other trusted advisors, such as accountants, bankers, and lawyers, with your best interests in mind. We will ensure all pieces of your wealth management engine are well oiled and operating in harmony. This holistic way of managing your family’s wealth allows us to set strategies in motion for the protection, growth and transition of your family’s wealth.

As your one-stop-shop for wealth management services, we will be with you through every life stage and event, planning, coordinating, and delivering.

 

Our method

We consistently follow a simple, yet highly disciplined and personalized, three-step process to help our clients achieve both financial peace of mind and their unique dreams and goals.

Every client is unique. From their needs, to their priorities, goals and dreams. We take the time to get to know you, your situation, the people and the things that are important to you. We understand the concerns that might keep you up at night, the unique vision that you have for your future and the timelines for your vision.

After careful consideration, we design a personalized plan and develop an appropriate investment strategy. We discuss these with you and then put them into action. Along the way, we leverage an array of experts, including law, taxation, estate planning, wealth transfer and business succession specialists.

In the words of John Lennon, 'Life is what happens to you while you're busy making other plans.' We help our clients adapt, stay the course, and navigate life's unexpected challenges with ease and peace of mind. We accomplish this by meeting with you regularly, keeping you informed, diligently monitoring and rebalancing your investments, taking advantage of market opportunities and being available to you when you reach out.

Our clients

Families

Helping you manage your investments is just one way our team can assist you with your overall financial concerns. We can help you address your specific financial, tax, retirement and legacy planning concerns. Where appropriate, we lean on the RBC network of banking partners to meet our clients overall objectives.

Business owners

Owning and operating a successful company commands a lot of time and attention. Every day, you make critical decisions that affect the financial health of your business. So, you know how important it is to have the best possible services and products to help effectively manage your finances — we can help.

Our business owner solutions can be ideal if you need help:

  • Managing business and personal assets separately but efficiently
  • Investing, preserving and maximizing surplus cash
  • Designing a succession plan for a smooth transition
  • Creating diversified, tax-efficient income with the sale proceeds
  • Protecting against the sudden loss of a key employee using insurance solutions
  • Safeguarding personal and business assets from adverse events
  • Building employee loyalty with employer-sponsored retirement plans

Do you have any questions?

We would love to hear from you!