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

Are trusts dead?

Dec 07, 2022 | Leanne Kaufman

Learn what a trust is and three reasons to consider them as part of your estate planning

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Proof Point: Is Canada becoming a nation of renters?

Dec 07, 2022 | Robert Hogue and Rachel Battaglia

Burgeoning rentership will put tremendous pressure on our rental stock—already stretched and inadequate in many parts of the country.

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Tax-free savings account

Dec 06, 2022 | RBC Family Office Services

How the TFSA can help you reach your financial goals

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Capital losses and tax loss selling

Dec 06, 2022 | RBC Family Office Services

Sometimes you may realize a capital loss on the sale of your securities or you may own securities in a loss position. This article...

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2022 year-end tax planning

Dec 06, 2022 | RBC Family Office Services

Opportunities to reduce your 2022 tax bill

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