Advisor

Kein Bejko, CFA

Investment Advisor


Financial success is a team effort. We draw experience from various specialties in wealth and estate planning, tax strategies and banking. 

Advisor

Joanne Groer, BA, LL.B, JD

Will & Estate Consultant, Family Office Services, RBC Wealth Management


Advisor

Christopher O’Toole, BA, CLU, CHS

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Ryan Smith, CPA, MTax

Financial Planning Associate, Family Office Services, RBC Wealth Management