Our wealth-building approach is all-encompassing, and it takes a team.

 

On our mission to increase your total net worth, we draw on expertise in every area of wealth. We’re proud to work with your own lawyer and accountant. Not only that, our services include support from the finest specialists in tax, insurance, business planning, estate planning, banking, and beyond.

Advisor

Grace Lai, BA, LL.B

Will & Estate Consultant, RBC Wealth Management


Advisor

Darren Bank, CPA, CA

Vice-President & Business Owner Specialist, RBC Wealth Management


Advisor

Anna-Marie Lyons, MBA, CFP®

Financial Planning Specialist, RBC Wealth Management


Advisor

Arne Perrin, B.Comm. (Hons), CFP®

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Danielle Knight

Premier Banking Advisor, RBC Royal Bank


Get financial advice you can wrap your head around

Get financial advice you can wrap your head around

 
One hour is all it takes. Contact us today to learn more or schedule a time to review your financial picture.