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We are driven by a single-minded focus – your financial success. With the expertise of our team and by tapping into independent expert advise, we deliver disciplined, consistent, and reliable investment strategies to meet your long-term goals.
Our leaders meet weekly to review our clients’ portfolios, discuss investment strategies, and make timely updates, leveraging the benefits of A+ to consolidate the best resources and investment vehicles available to our clients. We also think outside the box, where appropriate, to include alternative investments and private equity with the due diligence of our dedicated alternative investment team at RBC Dominion Securities. Additionally, we meet monthly with our world-class investment partners to help secure our clients’ financial success.
Senior Portfolio Manager, Wealth Advisor & Financial Planner
Associate Portfolio Manager
Wealth Advisor & Financial Planner
Associate Investment Advisor
Technical Strategist, Portfolio Advisory Group
Head of Canadian and U.S Equity, Portfolio Manager
Head of US Equity Strategy, RBC Capital Markets
Portfolio Manager, U.S. Equities
Vice-President, Fixed Income Advisor
Portfolio Strategist
No matter your unique financial situation, our team is equipped to offer personalized advice to help you address it.