Julien Moisan

We're fortunate to work with a select group of discerning clients who chose us from the variety of other options available to them. We work with people whom we like, who share our perspective for long-term growth and trust us to help them make smart decisions.

By keeping a relatively low number of client relationships, we can focus on you, understanding the big picture - beyond the numbers - in order to come up with a shared vision and objectives.

Our clients often

• are successful families, corporations, trusts, who have built or inherited significant wealth
• value the benefits of investing using a time-tested, disciplined, cost/tax efficient process 
• value a collaborative, integrated and personalized approach to managing their wealth
• want to develop a long term, value-added relationship with the right advisory team

RBC is one of the most solid, well capitalized financial institutions in the world. Recognizing that our clients want a firm that has solid footings to help them safeguard wealth and transfer it across generations, we chose to build our practice with RBC.

We all appreciate the peace of mind that comes with working with one of the world's safest banks. This explains why RBC Wealth Management is the leading full-service wealth management firm in Canada by a large margin.

When it comes to managing your assets and providing advice, you undoubtedly value someone who will act with independence and integrity.

RBC Dominion Securities gives its advisors freedom and independence when it comes to recommending investments, whether this means owning stocks, bonds or GICs directly, or recommending third-party managers as opposed to RBC's own. This "open architecture" approach ensures that we are able to create our portfolios without restrictions as to what we can own.

The scale of our firm also provides us with valuable resources that benefit clients. Access to RBC's world-class:

• Capital Markets platform for trading stocks, bonds, money market instruments, GICs & other securities
• Proprietary and third-party research (from the likes of RBC, JP Morgan, Veritas, Value line and Morningstar) gives us the information needed to make sound investment decisions 
• Extended team of professionals, which allows us to create and implement value-added wealth management strategies that look past investments. These extended services are free for our existing clients

Having worked with over 200 top-performing investment advisory businesses across Canada managing upwards of $100B, Julien has had the privilege of exposure to a variety of different approaches to investment management and serving clients.

Inspired by his years of consulting with other professional advisors, he chose to start his own practice; combining their decades of experience and best practices into a unique process for the benefit of his own clients.

Our entire practice is built in a way that ensures that our advice remains objective, because we realize that our clients want unbiased counsel that will put their best interests first. As we aim to foster long-term business relationships with our clients and their families, every decision is made with the intention of adding value for you.

Consistent with our vision, we build quality, high conviction, fully personalized portfolios that seek to deliver a solid return while minimizing taxes and risks. 

We take a step back and look beyond investments to see the big picture. Because true wealth goes beyond dollars and cents.

Learn more about our process here.