Who's Helping You?

As you enjoy greater success in life, your financial affairs become more complex and demand more of your time – time that you would prefer to devote to your other interests and responsibilities. To help you delegate the management of your financial affairs with confidence, Kelly-Gorham Private Wealth of RBC Dominion Securities is pleased to offer Private Investment Management.
 
Daniel, Senior Portfolio Manager, has spent the past 28 + years focusing on his clients’ goals and mapping out how to reach them. He and his team love to work with families, business owners, foundations, professionals and family offices to present straightforward and comprehensive wealth management solutions. If you want a proven, thoughtful and disciplined approach to achieving your goals, please feel free to explore our site and contact us today to see how we can help you.

Contact Us

To schedule a complimentary consultation, or to subscribe to our quarterly investment strategy update, please enter your contact information below. We look forward to hearing from you!

Please be advised that any information sent through this form is not considered secure and privacy can not be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields

Recent Posts

Winter 2024 Investment Strategy Update Kelly- Gorham Private Wealth

Jan 12, 2024 | Daniel Kelly

Here’s some good advice to start off the New Year: “Before you criticize someone, you should walk a mile in their shoes. Then, when you start criticizing them, you’re a mile away and they’ve gotta run after you in their socks.” Lee Child

Read more
Video: The Wealthy Barber on why executors should rely on trustworthy professionals

Video: The Wealthy Barber on why executors should rely on trustworthy professionals

Nov 29, 2023 | RBC Wealth Management

There’s a lot of advice online, and a lot of misinformation. If you’re an executor, get the right advice for you.

Read more
Video: Are you an executor? Three reasons why you should get help

Video: Are you an executor? Three reasons why you should get help

Nov 29, 2023 | RBC Wealth Management

The Wealthy Barber on why executors should consider getting help from the professionals.

Read more