The Hillyard Stephen Group at RBC Dominion Securities
We are a multi-advisor wealth management practice based out of Victoria, BC, Canada
The vast majority of our clients are successful Business Owners and well capitalized Institutions.
We also have a niche investment business that serves Canadian expatriates.
Financial Planning, Investment Management, and Insurance are our core competencies.
We embrace technology and innovation but also value old fashioned service and relationship management.
We work hard everyday to grow and protect our client's capital.
We strive to always provide access to the full spectrum of investment, hedging, and risk management options available.
We work very closely with our client's legal, accounting, and other professional advisors.
We collaborate closely with RBC Private Banking, RBC Commercial Banking, and other RBC entities to deliver a seamless "family office" type experience.
We believe in full fee transparency and in delivering significant value for that fee.
We treat all of our clients like family.
We believe that every client should have a written Investment Policy Statement (IPS) and that all non-institutional clients should have a written financial, business, and estate plan.
We are proud to operate as a part of Canada's largest, oldest, and most successful wealth management firm: RBC Dominion Securities
We are honoured to work with our existing clients and are humbled by the faith, trust and confidence that they put in us everyday.