Who's Helping You?

As you enjoy greater success in life, your financial affairs become more complex and demand more of your time – time that you would prefer to devote to your other interests and responsibilities. To help you delegate the management of your financial affairs with confidence, Kelly-Gorham Private Wealth of RBC Dominion Securities is pleased to offer Private Investment Management.
Daniel, Senior Portfolio Manager, has spent the past 28 + years focusing on his clients’ goals and mapping out how to reach them. He and his team love to work with families, business owners, foundations, professionals and family offices to present straightforward and comprehensive wealth management solutions. If you want a proven, thoughtful and disciplined approach to achieving your goals, please feel free to explore our site and contact us today to see how we can help you.

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To schedule a complimentary consultation, or to subscribe to our quarterly investment strategy update, please enter your contact information below. We look forward to hearing from you!

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Recent Posts

Fall 2022 Strategy Update Kelly- Gorham Private Wealth

Oct 26, 2022 | Daniel Kelly

Here is the Kelly-Gorham Private Wealth Fall 2022 Investment Strategy Update outlining our current thoughts, strategy and positioning of our portfolios.

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Do you have a power of attorney? The Wealthy Barber and his daughter discuss why everyone needs one

Oct 07, 2022 | David Chilton

Who will manage your finances if you can’t? Powers of attorney are an essential part of your estate plan.

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The Wealthy Barber on why it’s important to talk to your family about estate planning

Oct 07, 2022 | David Chilton

David Chilton and his daughter, Courtney, discuss his executor, probate, power of attorney and digital assets

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