Our approach

How we support your complex financial needs and add value

Wealth planning for affluent individuals and families is rarely straight forward. Our approach is to operate as your personal and outsourced CFO, aiming to minimize complexity and make this part of your life easy to understand, easy to monitor and easy to discuss.

We bring together an exclusive network of resources to support you, and leverage the strength of RBC, Canada’s largest financial services organization. We have carefully cultivated an extensive network of experts, both within RBC and in the business community. We will often find solutions and strategies that you may not have been aware of, and can tackle the potentially complex and thorny issues that may present themselves. Whether you would like to utilize our specialists, have us work with professionals you have used in the past, or a combination of the two, we are committed to making your life simpler while implementing comprehensive solutions that are aligned with your goals.

We will take the time to sit down with you to understand your needs and investment objectives. Once we have this understanding, will we design your personal investment strategy, which will be clearly defined and based on proven principles. We will focus on wealth preservation, income and capital appreciation through a customized portfolio. We will integrate and leverage our extended team of professionals to work with you to bring the relevant expertise to recommend estate and tax planning opportunities to complement your investment strategy. We bring together only the best wealth management professionals, each specializing in disciplines like investment management, wealth planning, trusts, Wills and estates, business owner planning, credit and insurance (life and P&C).

Our process is focused on building long-standing relationships. We ask the tough questions and provide straight advice. Whether you are navigating life’s milestones, managing business transitions or thinking about your legacy, we offer actionable guidance that is relevant to your family’s changing dynamics.

Every client is core to our practice, and benefits from the same thorough process, service commitments and transparency.

We listen to and work closely alongside you, provide our guidance, develop a roadmap, and put your planning and investments in place – together. If this approach aligns with your needs, please contact us.