We are here to manage, grow and create your wealth and legacy

Wealth Management extends beyond investment advice and money management.  As wealth advisors, we will guide you through each life stage and help you navigate the various financial issues, concerns and opportunities you face.

Working together through our wealth management process we will:

  • Identify your needs
  • Establish your goals
  • Complete an up-to-date financial plan to create a roadmap for the future
  • Bring together team of specialists to find the best solutions to manage your wealth
  • Maintain regular contact throughout the year at a pace that works for you – you decide whether it is quarterly, semi-annually, annually or other frequency.  We prefer in-person meetings and invite you to choose a place most convenient to you.  We are also open to meeting via webex or by phone for reviews. 

Steps to create your custom portfolio:

  1. After understanding your needs and goals, we will create your Investment Policy Statement
  2. We leverage leading–edge investment strategy and research provided by the RBC Investment Strategy Committee, RBC Capital Markets and third-party, independent firms
  3. Based on your risk tolerance and return expectations, we draw from a complete universe of investments from sources worldwide to build a custom-designed portfolio for you
  4. You can select whether the portfolio is managed discretionary (which means we don’t have to ask your permission on every trade) or non-discretionary
  5. We manage your portfolio by monitoring your progress on a regular basis and making recommendations if changes are needed to keep you on track.  You have access to your account’s information 24/7 online or on your phone. We can also send you detailed account statements by mail.