"Change has never happened this fast before, and will never happen this slowly again."

 

We live in a fast-paced world, and we are here to help you navigate that world with our family office approach and decades of experience. As you think about what's next in your life - be it the sale of a business, retirement, or estate and legacy planning - we can help you and your family feel more confident and secure in your financial future. Based on a strong foundation of a personalized professional relationship, investment management is at the core of our wealth management approach. Our clients have entrusted us with substantial capital, and we understand that its preservation is the foremost objective. We'll help you make informed decisions and work toward the realization of your short- and long-term goals.

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Our team

We pride ourselves on attentive client service, backed by industry experience and credentials.

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Our community

We are committed to giving back and supporting the well-being of fellow Canadians. 

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Our partners

Our RBC network includes accomplished specialists in various facets of wealth management.

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Phil and his team take the time to understand what’s important to their clients. They work with the whole family to customize a wealth plan that incorporates their business and personal aspirations, to achieve their long-term goals.

David Agnew, CEO RBC Wealth Management Canada

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Ready to get started?

 

The first step is a conversation

Contact us today