Solving complexity at its highest levels

What inspires us to roll up our sleeves? Knowing that we might be the only people who can do what we do for our clients. We specialize in advising highly-affluent families, business owners, and entrepreneurs who are ready to graduate from their current source of advice.

“Driven, knowledgeable and passionate and have made navigating the world of finance and investments easy.”

– Matt and Emilie, Early Employee/Owner of Hyper Growth Technology Start-up

As a couple with essentially no investment or finance experience and working through some changes when our ownership in a private technology company went public, we’ve really appreciated how helpful and down-to-earth Michael and his team have been throughout the process.

They're driven, knowledgeable and passionate and have made navigating the world of finance and investments easy for our young family.

“They make me feel confident that I have the right advice as I continue my journey.”

– Tony Lourakis, CEO and Founder of Fleet Complete | 2 x E&Y Entrepreneur of the Year Award (Technology)

Over years I have built a deep and trusting relationship with Michael. He invests significant time to understand my personal and business needs and how they might influence and impact our comprehensive wealth management and investment strategy. His team works seamlessly with my other professional advisors and together, they make me feel confident that I have the right advice as I continue my journey.

“Michael and his network, both internal and external to RBC, have been a one-stop shop for me across all my personal and business needs.”

– Suzie Yorke, CEO and Founder of The Good Fat Co. | Canada's Top 100 Most Powerful Women Award 2019, RBC Women Entrepreneur Awards (Ones to Watch) 2020

The reason that I started to work with Michael quite frankly is because the first thing he did was go out of his way to solve a problem I was having. It was financial, and had little to do with what Michael does on a day to day basis but he took the time to make something right. From that point on, Michael and his network, both internal and external to RBC, have been a one-stop shop for me across all of my personal and business needs covering financial planning, investments, insurance, capital markets advisory, estate planning and other related matters.

The rocket ship growth of Good Fat Co. has highlighted how important it is to work with effective people, and the fact that I can also have a wonderful relationship with a great human being in Michael has been a fantastic experience.

“His practice is quite differentiated, and he doesn’t seem to think of the value he provides as limited to traditional financial planning and investments.”

– Christine Kelly, Chairwoman and Founder of Little Kickers Group | Global Franchise of the Year Winner 2020, Global Franchise Awards

I have been working with Michael for many years along my journey as an entrepreneur. What stands out most is that he himself has an entrepreneurial mindset which resonates with me. His practice is quite differentiated and he doesn’t seem to think of the value he provides as limited to traditional financial planning and investments.

Michael is wonderful communicator, and through his writing which he is passionate about, provides timely and knowledgeable information to keep me aware of key issues and opportunities.

Michael really gets to know his clients as people and wants to understand their situation. He cares about my success, and as I have had to adjust and pivot along the way, he has always tried to be resourceful and genuinely helpful.

“We have trusted Michael and his team to take care of our financial future and ultimately the well-being of our children and generations to come.”

— Brian and Jacqueline

It is one of the most important relationships we have. And having known Michael for decades, we are thrilled to have him as both our close friend and Advisor.

Value beyond traditional wealth management

We’re a destination practice, while the firm behind us is recognized as among the finest in the world.

Bending the reality of what’s possible

We’re constantly finding new ways to be extremely helpful for our clients, going above and beyond to find answers and solutions.

Exceptional client service

Our service is proactive. Every client deserves to know exactly where they are headed after every interaction.

“We’re united in understanding that this profession lets us do very important things for our clients.”

Blending award-winning investment management, wealth advice, and exceptional service to our clients’ best advantage.

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