Wealth never stands alone; neither can its management team. While some focus on growing capital quickly or creating immediate solutions, our team dedicates our broad range of expertise to a long-term approach, unique to your financial life. This is only achieved through a clear and concise process.

Oftentimes, individuals looking for help managing their wealth believe that a great advisory team is one that knows the markets well. To us, that is only the beginning. Our clients benefit from our investment knowledge, as well as our ability to deliver service and solutions that address a wide range of financial concerns. We know that investing the time necessary to understand your plans, wants and needs will result in a wealth management solution truly customized for you.

You will find value in our services if you are an individual, family, business owner, corporation or not-for-profit entity who:

  • Prefers to work with a discretionary wealth management team known for adding consistent, long-term value and managing risk throughout market cycles

  • Wants to work with a full-service wealth management team who has a thorough knowledge of your financial affairs and family, and who can work seamlessly with your other trusted advisors

  • Values the freedom to focus on what’s really important to you without having to worry about investments on a day-to-day basis

  • Feels confident in knowing that you have a full suite of wealth management services to help better manage your personal and business affairs

  • Needs an extra layer of due diligence in creating investment policy statements, managing portfolio asset allocation and cash flow and communicating with other stakeholders

  • Appreciates having access to the professionals and resources available at RBC, Canada’s largest financial institution


To find out more about our discretionary portfolio management, please click here