Enjoy life with financial confidence

Whether you are approaching retirement, or already there, our team can help you build a financial plan to create reliable income, financial security and peace of mind to enjoy retirement to the fullest.

Our team specializes in providing:

  • Investment planning

  • Retirement income planning

  • Tax planning

  • Estate & wealth transfer planning

Our goal is to work with our clients one-on-one, to build trusted relationships with them, and help them achieve their goals with the vast resources of RBC Dominion Securities.


Who we can help

Our services are designed for investors who professional assistance managing their wealth, we specialize in helping:

  • Retirees and pre-retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security

  • Business owners and entrepreneurs who need help managing their personal and business assets

  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner

Find out more about how our unique investment, financial, tax, insurance, and will and estate planning can help you enjoy your success today as you build and preserve your wealth.


Or, contact us today to arrange a complimentary consultation our team of experienced wealth management professionals will be happy to discuss your unique needs.