Protecting and Growing Wealth With Purpose and Precision

We are a multi-advisor wealth management practice based out Victoria, BC proudly operating under RBC Dominion Securities, Canada's largest, oldest and most successful wealth management firm. The vast majority of our clients are successful business owners, health care professionals and well capitalized institutions who rely on us for our core competencies in investment management and wealth planning. We are honoured to serve our clients and humbled by the faith, trust, and confidence that they put in us every day.

We embrace technology and innovation to deliver tailored strategies that grow and protect client capital, while offering full transparency and treating our clients like family.
Our clients benefit from access to a range of investment, hedging, and risk management solutions tailored to their goals and life aspirations.
We collaborate closely with RBC Private Banking, Commercial Banking, and Other RBC entities to deliver a seamless family office style experience.