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 in blue blazer

How the Wealthy Barber manages emotions when it comes to investing

Mar 12, 2020

Author and investor David Chilton offers tips for dealing with market turbulence.

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david chilton smiling wearing blue striped shirt and Royal Trust english logo

The Wealthy Barber explains the benefits of a testamentary trust

Feb 27, 2020

They are a tool—a quite flexible tool—that can help you to help the people you love.

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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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