Our Commitment to you.

Our strength lies in helping our clients navigate the complexities of wealth by providing a broad, team-oriented approach to service and problem solving by partnering, when appropriate, with RBC Private Banking, legal and taxation professionals and other financial experts across RBC and outside the firm. "When it comes to developing the best wealth solutions for our clients, mulitple brain stems are always better than one"!

From a 30,000 foot view, our personalized strategies focuses on:

  1.  Preserving and growing your wealth.

  2.  Simplifying your financial affairs.

  3.  Creating a lasting legacy.

Managing significant wealth requires sophisticated, highly-customized strategies that are informed by your family's goals and priorities. That's why, prior to on-boarding a new client, we complete a detailed analysis of current needs, goals and financial aspirations - and present a plan. From this discovery we execute, monitor and adapt custom strategies to help achieve their ambitions. 

Some of the many areas we assist our clients with are summarized below: