Matthew Denham & Grant Loree take a personal approach based on trust.

As a successful and growing Wealth Management group, we believe in creating professional and personal relationships with our clients. We build these relationships in order to understand where you are today and where would like to be in the future. Our carefully planned investment solutions are made in order to attain the goals in which you are trying to achieve.

 


Our Focus:

  • Earning your trust by creating personalized professional and personal relationships with each individual client
  • Providing carefully thought out and detailed investment plans for your future
  • Communicating regularly with clients in order to keep them informed
  • Combining our efforts with our Financial Planning Consultants, Regional Insurance Specialist, and our Will & Estate Consultant covering all current and future concerns.
  • Providing peace of mind by offering a consistently high level of ongoing professional money management guidance
  • Balancing higher real rates of return and growth with an acceptable risk/reward ratio using a wide range of investment choice
  • Working with you as your full-time, personal financial partner

Matthew Denham also offers:

  • Private Investment Management, which allows us to manage your wealth with our expert and professional associates.

Investment, tax and lifestyle perspectives

Written by the experts at RBC Wealth Management, Perspectives magazine highlights topical issues relevant to high-net-worth investors and addresses their wealth management concerns – from insights on tax strategies to family and lifestyle interests.

Spring 2020

Views on the global financial markets and insights on managing your wealth.

COVID-19
Uncertainty everywhere

How the pandemic is affecting global equity markets – and how things can improve in 2021.

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SPECIAL REPORT
A very different kind of crisis

Why there may be more market volatility in store for investors – both to the downside and to the upside.

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INVESTMENT OUTLOOK
Global Insight

Insights into the equity, fixed-income, currency and commodity markets from RBC Wealth Management.

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PERSPECTIVE
RBC CEO: Now’s the time to shape the economy of tomorrow

How to make Canada a more self-reliant country in the aftermath of the coronavirus pandemic.

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FINANCIAL PLANNING
Wealth planning strategies during a downturn

Tax, estate and financial planning opportunities to explore and set you up for long-term success.

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TAXES
Tax filing extensions due to COVID-19

New deadlines for filing taxes and making payments.

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ECONOMY
Breaking down the government’s COVID-19 response

Analysis of the unprecedented measures intended to stabilize the economy and provide support for Canadian workers and businesses.

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ONLINE SERVICES
Managing your finances during COVID-19

While we’re working remotely, we can still help you manage your finances.

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FRAUD PROTECTION
Six ways to protect yourself from COVID-19 scams

Situations like COVID-19 can make people more vulnerable to scams – and more attractive to scammers.

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RBC DISRUPTORS
How a Canadian company used AI to detect the coronavirus

Early warning system sent an alert days before the World Health Organization.

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