Services

Maximizing your wealth

Wealth management is the science of enhancing your financial situation. Sometimes that means solving problems; other times it means capitalizing on opportunities. We leverage industry-leading specialists to make the most of your finances.

Financial planning

No two clients have the exact same goals or risk tolerance. That’s why our team begins by creating financial plans that are as individual as, well, the individual.

Investment management

Our in-house investment committee works closely with RBC Capital Markets and other world-calibre managers to study and decipher the markets into actionable advice for your individualized portfolio.

Tax mitigation

Strategic accounting is in our DNA. We are always thinking of ways to minimize your tax bill, consulting RBC experts in accounting, Wills and estate, insurance, and more. When appropriate, we work collaboratively with your accountant.

Business planning

Business owners face unique circumstances and requirements. We draw on specialized knowledge, including that of experts in areas like cross-border banking, to best navigate and serve them.

Retirement planning

We work to serve your present and your future, keeping your long-term lifestyle aspirations top of mind, including any philanthropic and family wealth distribution considerations.

Wealth protection

We keep a diligent eye out for potential obstacles and setbacks that may compromise your financial goals. Anticipating the unexpected, we draw on various insurance solutions to mitigate it.

Services

Maximizing your wealth

Financial planning

Investment management

Tax mitigation

Business planning

Retirement planning

Wealth protection

We would like to express our appreciation for your effort, the time you spent going over everything, and answering all our questions. The path forward is much clearer now.

Thank you so very much for your help and professionalism. You have made retirement decisions so much less stressful than they otherwise would have been. You have no idea as to how much this means to us and for that, we can’t thank you enough.

The level of your combined expertise is greater than I would have expected. I look forward to working with you in the short- and, more critically, the long-term.

What sets your team apart is the sense we can develop an authentic partnership, where you seek to understand our needs and show creative thinking and flexibility.

You have a vision. We have a way to get you there.