Achieve financial freedom with professional wealth management


You’ve achieved a lot in life, yet there’s so much more you want to do. Maybe you want to help your loved ones with a milestone purchase or fund your new business venture. Your next project may be to create a lasting legacy for future generations or, perhaps, you'd like to make a meaningful difference in your community, right there, right now. It could be that you yearn for a legendary life of adventure, or maybe a simple, cozy retirement is exactly right.

Whatever your goals, we take the time to understand what you want to accomplish with your wealth. Whether you need assistance managing wealth for yourself, your family or your business, we provide the professional advice you need, from start to finish.

And your wealth is indeed just the beginning – it’s a way to achieve more, give more, and experience more. We'll help manage your investments, plan your retirement, protect your financial security and plan your estate, so you can take comfort knowing you’re receiving expert wealth management and attention.

Contact us to learn how our knowledgeable team of professionals, backed by the resources of RBC Wealth Management, can help you grow more than wealth.

Recent Posts

Federal budget 2024: Key measures that may have a direct impact on you

Federal budget 2024: Key measures that may have a direct impact on you

Apr 17, 2024

We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.

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How lowering the number of non-permanent residents will impact Canada’s economy

How lowering the number of non-permanent residents will impact Canada’s economy

Apr 05, 2024

Federal government efforts to limit non-permanent resident arrivals will likely slow the pace of gross domestic product growth in 2025...

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End of Quebec public sector strike boosts Canadian GDP in January

End of Quebec public sector strike boosts Canadian GDP in January

Mar 28, 2024

We continue to look for the Bank of Canada to start cutting interest rates in June.

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Our team

David Hawkey

Senior Investment Advisor CPA, CA

Philip Speer

Associate Investment Advisor CIM, FCSI

Heather Markus

Senior Associate

Allie Hawkey

Wealth Associate CPA, CA