Your partner in financial success


Our team prides itself on ensuring our clients remain up to date and well informed through regular review meetings, market updates, and newsletters. It is this dedication to consistent communication that sets us apart and enables us to provide the highest level of service possible.

Spencer Glenn

Spencer Glenn, MBA, CIM

Portfolio Manager


Gillian Newburn

Gillian Newburn, CFP, CIM

Associate Advisor


Our extended team

We work with an extended network of partners across RBC and beyond to amplify our service offering.


We plan for the future so that you can focus on today


Find out what we can help you achieve

Get in touch