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, Vice-President and 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.

Contact Us

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!

Please be advised that any information sent through this form is not considered secure and privacy can not be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields

Recent Posts

Summer 2021 Strategy Update

Jul 20, 2021 | Daniel Kelly

Here is the Kelly-Gorham Private Wealth Summer 2021 Investment Strategy Update outlining our current thoughts and positioning of our portfolios.

Read more
David Chilton in page

Make your Will immediately if not sooner

Jul 07, 2021 | David Chilton

The Wealthy Barber's crucial message to all of his French-speaking friends, in French

Read more

The Wealthy Barber on how a corporate executor helps family harmony

Jul 07, 2021 | David Chilton

Instead of placing the stress on a loved one, experienced professionals can carry out your last wishes

Read more