Our approach

Our approach is different. Because our clients are different.

We focus on capital preservation and tax planning in order to maximize your wealth. We use a process-driven approach to thoroughly understand your specific goals, preferences and unique circumstances, so our services are highly customized to meet your unique needs. We take on the role of your family’s personal CFO by integrating and managing all of your investments, retirement, insurance, tax, and estate planning needs. You can have peace of mind knowing that your every financial aspect is being addressed.

Decoding the financial world

Today’s abundance of financial products and services can be confusing, often causing people to make poor choices. We take pride in simplifying the wealth planning process for you, giving you the assurance and comfort that come from understanding (a) what you own and why, (b) how careful wealth planning can contribute to your net worth, and (c) that your current and desired future lifestyle are being protected.

Offering breadth and depth of resources and advice

We are supported by one of Canada’s leading investment firms, RBC Dominion Securities. The firm has been committed to helping clients meet their financial objectives and goals with the highest standards. As a member of one of the largest financial services providers in North America, we have the resources to provide our clients stability with the whole spectrum of wealth management solutions and services.