The Hillyard Stephen Group is a full service, multi advisor, wealth management team that services clients out of the RBC Dominion Securities offices in Victoria, BC, Canada.
The team consists of an Associate Portfolio Manager & Wealth Advisor: Jeremy Stephen, an Associate Portfolio Manager & Financial Planner: Matthew Hillyard, an Investment Advisor: Jon Goody, an Associate Advisor: Jessica Russell, and multiple wealth management services/compliance/support staff.
The team spends the bulk of their time providing professional wealth counsel to high net worth families on Southern Vancouver Island but is also focused on advising well capitalized institutional clients across the Province of BC. The institutional portion of their business caters to foundations/endowments, charities, trusts, "for profit" businesses, and multiple government/government agency offices.
As a well established and experienced team within the firm, The Hillyard Stephen Group is an appropriate option for families with $1MM+ in investable assets and for institutional relationships with assets in excess of $5MM.