Keeping in touch during COVID-19 

As we are all advised to stay at home during this time, we would like to encourage our clients to stay connect through DS Online and through our website. RBC DS Online is a great platform for viewing your portfolio information, day to day market activity, and for submitting simple change requests to our team.  

For more information on how to register, please click on the blue 'Sign in' button on the top right and select 'DS Online' or feel free to contact us for help! 

Our Team Philosophy

We know your needs are unique, which is why our personalized and comprehensive wealth management approach is so key to your success. As a disciplined and professional team, we take the time to fully understand where you are today financially, and where you would like to be in the future. We work closely with you to develop strategies and plans to help you reach those goals—an approach that includes investments, tax planning, estate planning and legacy creation. If you’re looking for wealth management for your business, yourself, your family or your charitable organization, our team may be the right fit for you. Contact us today. Our multilingual staff can assist you in English, Cantonese and Mandarin.