Serving your whole financial picture


To compliment the wealth management advice and expertise provided by your Investment Advisor, we are pleased to extend the services of our banking partners. Depending on your needs, you may wish to engage private banking and/or business banking specialists.

To arrange a discussion with these or any additional partners, please contact us or your Investment Advisor today.

RBC Royal Bank of Canada

Rick Atherton, Regional Vice President, Halton 

Rick is the Regional Vice Presidents of RBC Royal Bank in the South Halton area. Through their teams located at convenient RBC Royal Bank branches throughout the area, they can assist with all of your financial needs.

RBC Commercial Banking

Erin Closs, Vice President, Commercial Banking, Halton 

Erin is the Vice President of Commercial Banking in the  Halton market. Through their respective teams, they provide flexible and innovative financing products, in addition to trade and cash management solutions to meet your business needs.

RBC Private Banking

Peter Guth, Regional Vice President, Private Banking, Ontario South West

Peter leads a team of private bankers who provide customized advice and holistic wealth management solutions for high-net-worth clients, their families and their businesses. 

As a strong advocate for private banking clients across Southwestern Ontario, Peter ensures his team and partners deliver an exceptional client and employee experience. 

With over 25 years of experience, Peter brings a unique blend of front-line client relationship management skills, national office strategy, commercial and personal credit acumen, and client relationship management leadership.

Prior to serving as regional vice president, Peter provided leadership to the Southwestern Ontario team as vice president, and to the national Private Banking Wholesale Credit team as vice president, structured credit, and held the position of vice president, commercial banking, overseeing Guelph, Wellington and Dufferin Counties for eight years. 

Peter holds a Personal Financial Planning designation and is a graduate of the Advanced Agricultural Leadership program at the University of Guelph. He also has his Bachelor of Commerce – Agricultural Business degree from the University of Guelph.


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