Our Commitment To You

Our Commitment is to provide you with understanding and clarity in what can often be a complex financial world. We will take the time to understand the short term and long term financial goals for you and your family to ensure that you receive a level of expertise and service that you deserve. By working closely with you and our extended team of professionals, we give you industry leading solutions, including:
 
- personalized investment guidance and portfolio construction
- a comprehensive and customized retirement and tax plan that will address all of your financial goals
- on going review and monitoring of both your investment holdings and customized financial plan
- wealth management services such as tax & estate planning for you personally and your business
 
We would be pleased to speak with you for a complimentary second opinion to address what your true objectives are and map out a plan for your future. Please feel free to contact us.


Meet Our Team >

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Where do we go from here? Exclusive Market Outlook

Oct 20, 2020 05:00 PM - 06:00 PM Eastern Daylight Time
Location To Be Determined

Join us a Jim Allworth offers compelling insight into the upcoming US election, what changes we might expect in the economy, interest rates, and investment environment as a result, and what shifts investors should make in their thinking.

To join us: Please access this Webex event to watch the presentation.

For audio: Use the volume on your laptop/device or call 1-800-616-4018 (Canada & US toll-free)

Where Do We Go From Here?

Jun 25, 2020 04:00 PM - 05:00 PM Eastern Daylight Time
Location To Be Determined

Join us for a virtual client event as Jim Allworth (RBC Wealth Management Investment Strategist) offers compelling insight into what changes can be expected in the economy, interest rates, and investment environment over the next few years, and what shift investors should make in their thinking.

Facing Canada's "uncomfortable truth": The Future of long-term care in Canada

Jun 15, 2020 12:00 PM - 01:30 PM Eastern Daylight Time
Location To Be Determined

RBC Wealth Management Canada and Royal Trust are pleased to announce a new partnership with The National Institute on Ageing (NIA), a Ryerson University think tank focused on researching and developing healthcare, financial security and social well-being policy solutions for Canada’s ageing population.

In honor of this partnership, we are hosting an inaugural virtual client event to discuss:

  • The status and future of long-term care in Canada
  • How older Canadians can achieve the retirement lifestyle they want
  • Ways older Canadians protect themselves from scams, frauds and cyber attacks

An Introduction to Responsible Investing

Jun 08, 2020 04:00 PM - 05:00 PM Eastern Daylight Time
Location To Be Determined

Please join us online for an in-depth discussion of responsible investing, including Environmental, Social and Governance (ESG) and Impact Investing with :

Kent McClanahan, CFA

Vice President - Global Manager Research

Senior Responsible Investing Analyst

Estate Planning in the time of Covid-19

May 21, 2020 04:00 PM - 05:00 PM Eastern Daylight Time
Location To Be Determined

Please join us online for an in-depth discussion of Estate Planning.

To join us: Please access this Webex event to watch the presentation.

For audio: Use the volume on your laptop/device or call 416-981-9080 (Canada) | 1-800-616-4018 (toll-free)