It all starts with you


Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.

What we do

We continuously look for ways to improve your family’s financial situation through a process of perpetual discovery. Every interaction with you, no matter the method, gives us the opportunity to learn more about you and identify solutions to the financial challenges that may cross your path.

How we do it

After creating a personalized wealth plan to address your family’s goals and priorities, we implement it. All aspects of your plan are reviewed and updated regularly to reflect the changes in your lives and the world around you. The result? You have financial guidance and a plan to help create everything you and your family want.

How we serve your wealth in its entirety


Our full-scope service offering brings together the best in professional investment portfolio management and comprehensive planning in all areas of wealth through strategic partnering with best-class-specialists throughout our robust RBC network.


Portfolio Management

Professional investment management

Multi-generational support

Risk management

Wealth protection

Retirement income planning

Will and estate planning

Comprehensive financial planning

Charitable giving and philanthropy

Tax planning 

Financial literacy

Legacy planning

Coordinating everyday banking needs

Optimizing business wealth

Group pensions and retirement savings plans

Credit and lending solutions

RBC logo on branch building RBC logo on branch building

Ready to get started?


The first step is a conversation

Contact us today