At our Private Wealth Practice, Kristine believes meaningful wealth goes beyond numbers — it’s about creating freedom, balance, and the ability to live life on your own terms.
Rooted in over 40 years of family practice experience, our Toronto-based firm combines trusted expertise with a modern, relationship-driven approach to managing wealth. We take the time to understand your story — your business, family, ambitions, and values — to craft a strategy that’s as individual as you are.
Our process simplifies the complexity of wealth management, bringing together thoughtful financial planning, disciplined portfolio oversight, and ongoing collaboration. Whether we’re guiding business owners through a liquidity event, helping families structure their wealth across generations, or empowering women to take greater ownership of their financial future, our goal is to help you make confident, informed decisions that align with what matters most to you.
As part of RBC Dominion Securities, Canada’s leading wealth management firm, we offer clients access to world-class research, specialists, and solutions — all backed by the personalized service of a boutique advisory practice. The result: clarity, confidence, and the peace of mind that comes from knowing your wealth is working for you.
