Our value proposition to you

Taking care of your financial well-being can occupy a great deal of your time and energy. That is why we take a goals-based approach to assisting our clients with managing their finances. Our dedicated team and vast network of industry-leading experts will build a wealth strategy that is tailored to your unique circumstances and objectives, so that you are empowered to leave the day-to-day demands of wealth management to us. Use your free time at your discretion and let us take care of the rest!

Portfolio Manager & Wealth Advisor


Peter M. White, CFP, CIM, FMA, FCSI

Senior Portfolio Manager & Wealth Advisor

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343-630-2734

Associate Wealth Advisor


Rebecca MacDougall

Associate Wealth Advisor

Associates/Admin. Assistant


Mike Brown, CPA, CA

Assistant

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Tanya Atkinson

Associate

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Andrea Strayer

Associate

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Our commitment is to help our clients create, protect, and grow their wealth.  The continued realization of our client's financial goals is our top priority."  

Peter M. White, CFP, CIM, FMA, FCSI

What you can expect from us

Here is a quick fact sheet that details the full services we will provide you

Our RBC Partners