Welcome

 
OUR VALUE PROPOSITION
Our team provides sophisticated financial strategies that are custom designed to each individual.  To help our clients achieve their goals, we follow three principles:
  • Protection and retention of capital is paramount
  • We utilize a disciplined asset allocation strategy
  • Tax efficiencies are sought out at every opportunity
WE'RE UNIQUELY EXPERIENCED
Our team has over 100 years of experience - 60 years in the investment world and 40 years in accounting.  This experience can be put to work for you when you are looking to:
 
  • Grow and protect your wealth
  • Sell your business and establish an exit or succession plan
  • Set up your own Individual Pension Plan (IPP)
  • Make the most of your savings as you approach retirement
  • Access virtually every type of investment, including stocks, bonds, GICs and mutual funds
  • Maximize your after-tax retirement income while protecting your financial security
  • Transfer  wealth to the next generation tax efficiently
WORKING TOGETHER FOR YOU
We work with all of your other partners, including lawyers and tax professionals to help you realize your goals.  We also have access to the RBC Wealth Management Services team, which includes specialists in financial planning, insurance strategies and wills and estates.

Important notices