Trusted Partners for Financial Success

Expert financial management for business owners, individuals, foundations and associations for the past 25 years.
 
With roots firmly established in our community, we have created a lasting reputation amongst investors in Aurora, the GTA and beyond. As trusted advisors, we are highly committed to helping our business owners bridge professional and personal wealth management to maximize overall wealth and professional success. This is an achievement we are proud of and continually strive to uphold.

 

Specialists in:

  • Portfolio Management
  • Retirement Planning
  • Business & personal tax planning
  • Business succession planning
  • Retirement Compensation Arrangements (RCAs)
  • Charitable stock donations
  • Employee-benefit incentives
  • Individual Pension Plans (IPPs)
  • Will and estate planning

In order to accomplish these tasks, we are supported by a vast network of professionals, including analysts, economists, and strategists available through RBC Dominion Securities. These resources and expertise make us Canadas leading full service wealth management firm.

Together we offer you the best and most qualified, conservative value-orientated investment advice.

Latest Blog Posts

David Chilton Royal Trust logo

The Wealthy Barber on how a cottage can complicate estate planning

Aug 13, 2020

“The last thing you want is for your cottage, a place of great memories, a true family treasure, to end up being a wedge that drives your family apart.”

Read more
Kate Moran and Julie Angus

Ocean economy: The next frontier in Canadian innovation

Aug 11, 2020

With the world's longest ocean coastline, Canada is surrounded by a remarkable resource, one that binds global environmental and business interests in innumerable ways.

Read more

Important notices