Providing Portfolio First Aid for Canadian Investors since 1991

It’s been said that money talks. Sometimes it cries HELP!
That’s where we come in.
We offer comprehensive wealth management. This means a detailed financial planning process together with a disciplined, time tested approach to portfolio management.
People turn to us to help them with matters such as generating retirement income, mitigating their tax burden, growing their assets, repairing a damaged and underperforming portfolio and preparing for the transfer of assets to the next generation.
To request a complimentary second opinion on your portfolio and financial plan, please send an email to bryan.snelson@rbc.com.

Recent Posts

David Chilton, The Wealthy Barber

Planning to protect your estate and your loved ones, now and for the future

Dec 04, 2019

This four-part video education series highlights information that can help you protect your estate today and for the future.

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Bringing ESG to the forefront

Nov 12, 2019

Click here to learn more about Responsible Investment and what ESG means, how investment managers integrate ESG analysis into their investment processes and how this can help manage risk and contribute to portfolio returns.

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The Wealthy Barber: Get an up-to-date will!

Aug 05, 2019

I continue to be amazed by, and distressed over, the number of otherwise-responsible people I deal with who don’t have an up-to-date will.

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