It all starts with you

 

Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.

What we do

Our services cater to every aspect of your financial well-being, encompassing investment strategies, banking solutions, strategic planning, fostering business growth, facilitating mergers and acquisitions, engaging in charitable giving initiatives, and more. We’re dedicated to ensuring that your journey to prosperity is nothing short of exceptional.

How we do it

We offer personalized investment advisory and portfolio management services and comprehensive wealth management solutions. As your dedicated point of contact, Greg will make informed recommendations in plain language and ensure that your journey to financial success is efficient, transparent, and tailored to your preferences.

How we serve your wealth in its entirety

 

Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.

Planning 

Partnering
Portfolio Management
 

Professional investment management

Multi-generational support

Risk management

Wealth protection

Retirement income planning

Will and estate planning

Comprehensive financial planning

Charitable giving and philanthropy

Tax planning 

Financial literacy

Legacy planning

Coordinating everyday banking needs

Optimizing business wealth

Group pensions and retirement savings plans

Credit and lending solutions

RBC app on mobile

Ready to get started?

 

The first step is a conversation

Contact us today