Our Approach

Wealth management goes beyond investment advice and money management to address a wide range of concerns related to both your financial and life goals.
 
Whether you're looking for personal wealth management for yourself, your family, or your business, we have the expertise to help you achieve your goals.
 
Find out more about how our innovative investment, financial, tax, insurance, and Will and Estate planning can help you enjoy success today as you build and preserve your wealth.
 
Contact us today to arrange a complimentary consultation - our team of experienced wealth management professionals will be happy to discuss your unique needs.

Marites Mendoza                                               
Investment Advisor    

Jennifer Rayner                           

Associate

As an Investment Advisor at RBC Dominion Securities, I would be please to speak with you about your financial objectives.  Please feel free to contact me today.

Helping your family settle your estate

The last thing you want your loved ones worrying about is tracking down records of assets, accounts, policies, liabilities, legal contracts, and other documents required to settle your estate.

The Family Inventory checklist gathers all the necessary documents and details in one place to help ensure all assets are accounted for and considered, and that your loved ones are taken care of. In particular, the checklist will help your beneficiaries:

  • Locate necessary documents
  • Identify professional advisors
  • Estimate the value of personal assets
  • Consolidate a record of personal and business investments
  • Itemize real estate, life insurance and pension plan information
  • Keep track of the latest Wills and Powers of Attorney

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