Options & Advice
Our team prides ourselves in remaining independent and unbiased. As an IIROC licensed advisor I have at my disposal an unlimited number of security offerings available on the market, not just mutual funds that are strictly RBC branded. You may not need or benefit from all our offerings at the moment but know that we are strategically positioned to grow with your family and evolve with you business as your needs change. Assure yourself the comfort and peace of mind that we can grow with you with no disruption to your family or business that often comes with changing advisors.
Below is a complete list of wealth management services along with security options that become available to you as a personal or business client.
| Wealth Management Services | Investment Options |
| Financial Planning | Personal Investment Advice | T-Bills | Mutual Funds |
| Retirement Planning | Business Investment Advice | Commercial Paper | ETFs |
| Wills Planning | Discretionary Money Management | Government & Corporate Bonds | Stocks (common & preferred) |
| Estate Planning | Educations Savings Plans | Annuities | Hedge Funds |
| Family Planning | Insurance Solutions (Permanent & Term) | Equity Linked Notes | Private Equity |
| Trust Planning | Charitable Giving | Principle Protected Notes | Commodities |
| Individual Pension Plans (IPP) | Creating a Legacy | Segregated Funds | Commodity & Financial Futures |
| Retirement Compensation Agreements (RCA) | Family Financial Literacy Programs | | |
