The best strategies start with understanding objectives.

Listening is perhaps the most important job of a successful wealth manager. Not just to the markets, but to you. I take the time to understand what you want to accomplish with your wealth for you and your family. Whether you want a life of legendary adventure; a quiet, cozy retirement; or make a meaningful difference in your community, the right strategy will align with your values, your life objectives, and your dreams. 

Discipline. Passion. Accountability.

Professional wealth management is about managing your investments, mitigating tax, helping you plan for your retirement, protecting your financial security and planning your estate. With a disciplined approach to asset management, specialized high net worth solutions , a passion for creative problem solving, and the vast resources and knowledge of Canada’s leading wealth management firm, I would love to discuss how I can help you manage your wealth.

Riley Otto, CIWM, CIM, CFP, FCSI

Investment & Wealth Advisor