Our Philosophy

Providing all clients with professional, personal service, where their needs always come first.

  • Provide customized, lifelong financial solutions to a select group of highly valued clients
  • Provide financial peace of mind through a conservative approach to Wealth Management
  • Create lifelong client relationships built on trust, confidence and integrity

Our Typical Clients Include

  • High Net Worth Individuals: Seeking a higher level of personal service and a more professional approach to managing their assets.
  • Successful Professionals & Business Owners: Who need help managing both personal and business assets.
  • Pre-retirees: Who require both financial planning and sound investment advice to make the most of their savings as they approach retirement.
  • Retirees: Looking to maximize their after-tax income while preserving their capital over the long-term.
  • Families: Seeking professional guidance on transferring wealth to the next generation in a tax-efficient manner.
  • Corporations, Foundations & Not-for-profit Organizations: Who require conservative investment strategies for the protection of their assets and endowments
  • Using Our Four Stage Technique: We establish your current financial situation, define and rank your goals and objectives, and develop comprehensive strategies that will promote ongoing success.

Our Four-Stage Approach

Our Wealth Management approach consists of four stages: Discover, Strategy, Solutions, Service.

Step 1: Discover – Understanding Your Needs & Goals

Our first and most important job is to listen to you and understand your needs and objectives for the future. We take the time to understand your specific investment goals, such as saving for a child's education, retirement or financing a business, and the time frames available to achieve them. In addition, we will consider your return expectations and tolerance for risk. This ‘discovery process’ doesn't end here - as time passes, and your situation changes, we will work with you to ensure that your investment strategy remains current and appropriate.

Step 2: Strategy – Creating Your Individual Financial Plan

Developing, implementing and sticking with a financial plan is a key service we provide. Once we have achieved an in-depth understanding of your situation, we create your individual financial plan based on a detailed analysis of your current situation and opportunities that will ensure you are on the right course. With the help of our accredited financial planning specialists we will provide you with a plan that maps out tax-efficient solutions to achieve your goals.

Step 3: Solutions – Building Your Custom-Designed Portfolio

Once you have approved the plan, we construct your personal portfolio. With access to leading-edge research provided by the RBC Investment Strategy Committee, RBC Capital Markets and third-party, independent firms, we are able to design a custom portfolio that conforms to the specific goals and objectives discussed.

Step 4: Service – Monitoring Your Portfolio

The last step in the process is to monitor the portfolio to ensure that it continues to evolve with market conditions and any changes in your personal situation. In addition to regular portfolio reviews, you will also receive detailed account statements, portfolio review statements, transaction updates and tax reports.