If you are looking for a holistic, personal approach to your financial affairs or someone to quarterback your entire wealth management needs, Darren Clark and his team can help.

Confidentiality, Trust and Integrity are the cornerstones of Darren’s practice. With the strength and backing of RBC, Canada’s leading and most respected financial services firm, Darren has a team of professionals to handle any financial situation.

With over 21 years of financial experience, Darren provides a team approach for each of his clients. Whether you need business banking, mortgage representation, will and estate planning, our team of experts has been hand picked to help serve your needs.

Having years of experience in banking, finance and investments, Darren can recognize areas of your financial picture that require attention. Whether it is tax planning and/or risk management, we will work with you to implement an efficient financial plan.

Canadians may soon be faced with a rising interest rate environment, something we have not seen in over 30 years. Now is the time to take a fresh look at your portfolio and revisit your financial goals. A healthy life not only includes physical health; it also includes financial health. To book an appointment, please see link below.

We’re here to help… Who can we help?

  • Senior Executives looking to enhance their retirement savings beyond normal pension limits, diversify exposure to their company stock, and co-ordinate multi- faceted financial affairs.

  • Professionals such as lawyers, accountants, luxury real estate specialists, private bankers and account managers who may require assistance with their personal assets as well as a trusted partner to service shared clients.

  • Incorporated Professionals such as doctors, dentists, veterinarians and pharmacists who may need a greater range of wealth management options and can benefit from enhanced retirement benefits available to them.

  • Owner/managers who need help managing their personal and business assets, preparing for their upcoming business succession, converting business assets into personal assets tax efficiently and potentially equalizing their estate.

  • Pre-Retirees who want to make the most of their retirement savings as they approach retirement and retirees requiring innovative strategies to maximise their after- tax retirement income, while protecting their financial security.

  • Well- established families seeking professional guidance transferring wealth to the next generation in a tax efficient manner.

  • Charitable foundations, non- profit organisations and Condo reserve funds requiring investment management according to specific guidelines.

Please contact us to book an appointment.

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