Welcome!

We are glad you are here and would like to introduce you to our team. We believe in responsible investing and being active in our community. We also regularly host events and blog about what catches our interest.

We follow a disciplined investment approach and foster long-term relationships with individuals and institutions based on trust, care and respect. We are passionate about what we do and the value we provide and we welcome the opportunity to speak in person - please connect with us right here.

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Recent Posts

WM services wheel in page

1/3 + 2/3 can equal 0…in taxes, that is!

Dec 06, 2021 | Tony Maiorino, Vice President & Director, Head – RBC Wealth Management Services

Find out how certain strategies can help you reduce tax and incorporate charitable giving.

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engineer with protective mask

The omicron variant: A heavy dose of uncertainty

Dec 03, 2021 | Joseph Wu, CFA

Many questions surround the newest COVID-19 variant, but if history is any indication, its market effect may not be one of them.

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couple walking with luggage in airport

Cross-border wealth planning: How to manage your family’s global interests

Dec 03, 2021 | RBC Wealth Management

People's lifestyles and perspectives are becoming more global. Here are some things to consider when your wealth heads overseas.

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Equity investing for the next ten years

Dec 01, 2021 | Jim Allworth

As we come out of the COVID-19 era and then move beyond it, what are the evolving forces driving the investment narrative and how can investors adapt?

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Investment outlook for your 2022 portfolio

Dec 01, 2021 | RBC Wealth Management

Our thoughts about portfolio positioning for 2022 by asset class and region, and our forecasts for currencies and commodities.

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