Community involvement

Claudio Resciniti has over 27 years of experience helping affluent families, corporations and foundations reach their financial goals. He began his career with the firm in 1996 as an Investment Advisor and, in 2001, was appointed Branch Manager of the Montreal Uptown location of RBC Dominion Securities. After building one of the country’s most dynamic and successful branches focused on ultra-high-net-worth clients, Claudio decided to return to working one-on-one with clients. Claudio and his team are committed to helping you manage the wealth needs of your family and business. He and his team practice a disciplined approach that considers your long-term investment objectives and tolerance for risk—with tax-efficiency at the core. Claudio was nominated Discretionary Branch Manager of the year in 2008. He is a Fellow of the Canadian Securities Institute (FCSI), a Portfolio Manager, and most recently, in 2014, a Wealth Advisor.

With over 27 years of experience in dealing with high-net-worth clients, John's goal is to make sure that the wealth management approach is customized to meet your unique situation.  His experience as an accountant allows him to customize your portfolio to benefit from the best tax-efficient strategies.  He takes great pride in providing you with sound investment advice and financial peace of mind.  With so many new products on the market requiring extreme caution, John's experience and advice are more relevant than ever and invaluable to our team. 

A portfolio manager to whom intellectual meticulousness is a priority.  With over 38 years of experience in the securities industry, she is a passionate follower of the markets and devotes most of her time to its analysis.  Adriana is deeply committed to the satisfaction of our clients.  Her knowledge, dedication and experience enables her to establish a strong financial strategy to grow and protect your wealth in order to achieve your financial goals.  She has a thoughtful and disciplined approach to portfolio management, taking measures to minimize inherent risks and inevitable fluctuations.