Our approach

Understanding your past gives context to who you are today. Together, we can identify
opportunities and map out your life goals for tomorrow.

Based on your needs and goals, we prepare an analysis of your complete financial situation. Together, we consider planning strategies that provide you with guidance.

Where possible, we give you access to an extensive network of professionals within RBC and
the business community who can help you in a complementary fashion.

As your outsourced chief investment officer (OCIO), our open architecture allows us to
objectively select investments across different asset classes, securities, and product types, including alternative investments if applicable to you.

We construct a customized portfolio based on your investment objectives, risk profile,
time horizon, security selection criteria, and more. Our disciplined and thoughtful
institutional-style approach to investing factors in extensive due diligence, open communication, ongoing monitoring, and reviews, which allow us to ensure you’re on track.

In consultation with tax advisors, we can help you identify tax-minimizing strategies for you, your family, and your business in conjunction with your investment strategy.

Often overlooked, insurance is an important aspect of holistic wealth and risk management. For many, this can be viewed as another asset class.

You make critical decisions every day that affect the financial health of your business. We have endless resources to help enhance your company’s credit and lending, employee retention, and transition plans. Curious to see more about business owner planning? Here is a guide to get you started.

We can assist you with tax-advantaged strategies to fund a family member’s education.

There are many ways that we can help you incorporate charitable giving into your financial
plan and positively impact your community and the world around you.

Create an enduring family legacy by protecting your estate and simplifying estate settlement.

Everyone is often asked, “What do you do?” but we rarely ask, “Why do we do what we do?”
I aspire to empower people to become better versions of themselves. That means
spending more time on their families, careers, businesses, and legacies.