Who We Are

We’re a 6 person team of highly accredited financial professionals dedicated to offering “white glove service” and customized financial advice within Canada’s largest Wealth Management Firm – RBC Dominion Securities.

What We Do

We provide advice and counseling in 5 main service areas:

1) Investment Management
2) Tax Advisory
3) Will and Estate Planning
4) Risk Management (Insurance)
5) Financial Planning and Strategy

Why We Do It

We believe there are few things more rewarding than having a positive impact on a person’s financial life.

How We Do It

Before a new mandate is accepted we perform a detailed analysis of the investor's current situation to determine whether our style and philosophy will add value. By limiting our services to those we can truly help, we’re able to offer custom, independent service and advice that our clients rely on. We also work with other professionals you may have hired to ensure that the plan we’ve helped you create stays on track.

Where We're Located

Our address is 200 Bay Street, Suite 3900, RBC Plaza, South Tower, Toronto, ON, M5J 2J2. We’re located on the 39th floor of the gold RBC headquarters building on Bay Street in downtown Toronto. The RBC Plaza tower is directly across the street from Union Station and is accessible underground via The Path.

Our clients reside all over the world but are primarily domiciled in North America.

When We Do It

We pride ourselves on being available to our clients on short notice and outside of normal business hours. 

How We’re Different

We’re different because we offer personal attention with direct access to decision makers who have a fiduciary duty to ensure you receive non-biased, independent advice.