Investing for the future

  • Portfolio Management
  • Integrated Credit & Investing Strategies
  • Responsible Investing
  • Living well in retirement
    • Retirement Planning

Managing my wealth

  • Financial Planning
  • Tax Minimization Strategies
  • Insurance-based solutions

Optimizing my business

  • Business Ownership Planning
  • Business Succession

Creating my family legacy

  • Estate Planning
  • Charitable Giving

Your interests come first

Take comfort in knowing that we place your interests before our own. All investments are based on your best interests and we do not receive trailers or fees from third parties.

You know what you pay for

You pay a fee based on the value of your investments which is disclosed on your statement. This ensures our interests are aligned and you are kept informed of your investment performance over both the short and long term.

You have a blueprint for the future

You want to grow your wealth and we want to help you. Work towards your goals with a sophisticated roadmap that considers your personal investment, taxes, estate, legacy and insurance needs.

You’re in good hands

You entrust us with a tremendous responsibility – one we take very seriously. Our institutional approach to investing, robust portfolio management framework and formal oversight ensure that your portfolio is managed to high standards of ethics and professionalism.

We structure portfolios to maximize returns consistent with your personal risk tolerance and minimize risk through proper diversification, quality of investments and dividends.

You deserve 100% attention

You want freedom to focus on what’s really important to you and the confidence of knowing that your Investment Counsellor is always available to help and keep you informed.

Lower prices and growing confidence keep Canada’s housing market recovery intact in June

Lower prices and growing confidence keep Canada’s housing market recovery intact in June

July 28, 2025 |Robert Hogue
Canada’s housing market showed further signs of recovery in June with home resales picking up for a third straight month on a monthly basis. But, prices remained lower overall with nationwide declines largely driven by softening in Ontario and British...
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Tariffs, Trump, and the tug of war: mid-year check-in

Tariffs, Trump, and the tug of war: mid-year check-in

July 15, 2025 |Counsellor Quarterly – Summer 2025
Overview In 2025, the global economy and markets face uncertainty from U.S. trade tariffs and the Trump administration’s policies more generally, but opportunities remain for patient and disciplined investors. Summary The first half of 2025 has been marked...
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The Last Word: Natural instincts

The Last Word: Natural instincts

July 15, 2025 |Counsellor Quarterly – Summer 2025
Investing surfaces many of our most primal human instincts, with our decision making often driven by fear or greed. Being aware of these weaknesses and then working to control them makes for a better and more successful investor; and, as the stewards...
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The President’s Message

The President’s Message

July 15, 2025 |DA Marketing
Uncertainty around U.S. tariffs remains, but the worst-case scenario has largely been ruled out as progress toward trade deals is being made. In our base case scenario, economic growth should slow, but not stop, and any rise in inflation should prove...
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Canadian Shield: Seven rock-solid reasons to build your wealth at home

Canadian Shield: Seven rock-solid reasons to build your wealth at home

July 15, 2025 |Counsellor Quarterly – Summer 2025
In the search for the right investments to reach your goals, it's easy to look past or take for granted the opportunities in our own backyard. But for Canadian investors, some of the world's most attractive investments are right here at home. While global...
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Around the world in 80 seconds

Around the world in 80 seconds

July 15, 2025 |Counsellor Quarterly – Summer 2025
Canada The economy showed better than expected strength over the final months of the first quarter and into the early part of the second, with many businesses front-loading their purchases ahead of what was expected to be the implementation of severe...
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House prices diverge across Canadian markets

House prices diverge across Canadian markets

July 14, 2025 |Robert Hogue
More prospective homebuyers are making their way back to Canada’s housing markets as some trade war fog dissipates—but it’s far from a stampede. Local real estate board statistics indicate transactions increased modestly between May and June in several...
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Supply Management Explained

Supply Management Explained

July 14, 2025 |Lisa Ashton
Executive Summary Canada’s $30-billion supply management system has underpinned national food sovereignty and security for more than 50 years. Covering dairy, chicken, turkey and eggs, the system has ensured price and supply stability for food staples...
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What does greater defence spending mean for Canada’s economy?

What does greater defence spending mean for Canada’s economy?

July 03, 2025 |RBC Wealth Management
A NATO laggard no more—is the message the federal government revealed on Monday when it announced a big increase in defence funding for the 2025-26 fiscal year. The move will see Canada meet the 2% NATO spending target it agreed to work towards almost...
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