As a member of Canada's leading wealth management firm, the Hillyard Stephen Group of RBC Dominion Securities, working out of the offices in Victoria, BC, Canada, services the needs of both high-net-worth families with $1MM+ in investable assets and institutional stewards of capital with $5MM+ in investable assets across the province of B.C.

Over many years of working with affluent private clients, our team has found that most people simply do not have the time, interest, or special expertise to deal with all of the complex issues relating to their financial affairs. Ultimately, they get frustrated with the inefficiencies of dealing with multiple disjointed strategies and seek to commit to a single, highly skilled and fully capable team to act in a "CFO" or "Family Office" type capacity.

Our team's proprietary internal processes and advisor-managed portfolio service, coupled with the financial planning, insurance, private banking, lending, and trust capabilities of our RBC partners, allows us to fully service our clients from one central office. We offer a single and unified strategy to benefit you or your organization.

One team, one strategy, one path forward: The Hillyard Stephen Group of RBC Dominion Securities.

Jeremy Stephen, BBA (Finance), CFP, CIM

Portfolio Manager & Wealth Advisor

250-356-3975 | Email me

Matt Hillyard, FMA, CIM

Portfolio Manager & Financial Planner

250-356-3976 | Email me

Jessica Russell, BA

Associate Wealth Advisor

250-356-3977 | Email me