We believe that the key to successful investing is a comprehensive long-term plan that involves all aspects of wealth management. Wealth Management extends beyond investment advice and money management, helping you protect your lifestyle, manage your nest egg, plan your retirement and create your legacy.
 

We will guide you and your family through each life stage by helping you understand the various financial issues, concerns and opportunities you face.

Important Notices

The annual Tax Free Savings Account contribution limit for 2021 is $6,000 (cumulative total $75,500)

Your contribution room can be verified by giving us a call or by logging into My Account on the CRA website. 

We would be more than happy to help you process your contribution so please give us a call and we can discuss the best way to move funds into your TFSA.

Recent Posts

For Bryan and Sarah, security comes first when accessing their financial accounts online

Sep 14, 2021 | RBC Wealth Management

Learn why HGTV Canada’s Bryan and Sarah Baeumler use the new RBC Wealth Management experience on the RBC Mobile app to access their accounts – wherever and whenever they need.

Read more
help-wanted-size-on-store-window

How will the end of unemployment benefits ripple through the U.S. economy?

Sep 10, 2021 | Atul Bhatia, CFA

The expiration of federal benefits is likely to kick start millions of job seekers, and we see positive and negative implications for the economy.

Read more
scl-dark-skies-over-US-Capital-building

Heading toward uncharted debt territory

Sep 03, 2021 | Kelly Bogdanova

As the increasing federal debt dilemma continues, the U.S. government and taxpayers may reach a financial destination they have not been before.

Read more