We promote a culture of establishing warm, candid relationships with our clients. Why? We believe that you have the right to talk with someone that understands you, that you can trust, and that you can relate to openly and honestly. For us, there is no such thing as a typical client.
We are a team of seasoned investment and wealth management professionals, backed by RBC Dominion Securities – part of one of the world’s most powerful and respected financial institutions.
We offer individually-tailored portfolio management and comprehensive wealth management services to discerning entrepreneurs, wealthy individuals, and families, as well as their private corporations, trusts, estates, and foundations.
Our team provides investment management on a discretionary basis, using a disciplined approach and proven methodology; we are best suited to clients seeking a combined focus of long-term growth and capital preservation.
Although we do specialize in assisting high net worth clients with considerable resources, asset size is just one of many factors involved when we consider entering into a new relationship. Ultimately, we rely on our judgment – in conjunction with a detailed and wide-ranging personal conversation with you – to determine whether a new opportunity presents the right fit for both sides.