Client-service focused wealth management team with more than 152 years of combined experience. 

 

For the past 37 years, our value-focused wealth management practice has remained committed to building meaningful, long-term relationships with clients. By developing personalized strategies for multi-generational families, entrepreneurs and business owners, and other high-net-worth individuals, we help clients preserve, manage and transfer generational wealth today – and for future generations. Our clients gain greater peace of mind and financial confidence as we help them achieve their financial goals. 

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Our team

We pride ourselves on attentive client service, backed by industry experience and credentials.

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Our approach

You are at the centre of our approach, which focuses on your goals, your needs, and your circumstances.

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Our partners

Our RBC network includes accomplished specialists in various facets of wealth management.

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Ready to get started?

 

The first step is a conversation