Total Wealth Management

Backed by the national and international resources of RBC Dominion Securities, we offer a comprehensive range of investment, financial, insurance and estate planning services:

  • Investment & Portfolio Management 

Investment and portfolio management is the foundation of our business. Our clients rely on us to provide expert advice and a disciplined approach to managing their portfolios to help them manage risk and achieve their financial goals.

  • Investment Products & Plans 

Fully licensed and capable of selling all investment related products.

  • High Net Worth & Family Wealth Management

Provide comprehensive services designed to address your multi-faceted financial concerns, simplify your life, give you the freedom to pursue your other priorities and provide you with the confidence that your goals will be achieved.

  • Insurance Based Solutions 

To effectively provide insurance-based solutions to our clients, as part of wealth creation, preservation and transfer strategies.

  • Financial Planning

The plan you require will need to address an array of tax rules and estate planning strategies. It will have to provide a detailed analysis of where you are today and a step-by-step approach of the strategies that will take you where you want to go. Preparing such a comprehensive plan and then implementing and monitoring your progress is a part of the service we provide.

  • Retirement Planning

Living with purpose during retirement takes more than financial security. Your retirement will be about more than just money, golfing and walking on the beach with your family. Community, health and relationship with work will all play a part.

  • Estate Planning

Offering our qualified clients a complimentary Will and Estate consultation service. A Will and Estate Consultant will meet with you to discuss structuring the succession of your estate in an efficient and tax-effective manner.

  • Tax Minimization Strategies

Ensure your asset allocation is up-to-date and tax-efficient.

  • Charitable Gift Programs

Fulfills a client’s desire to set up a charitable giving program through a foundation structure, but with much less capital, lower set-up costs and less administrative work than a private foundation.