Your interests come first

Take comfort in knowing that we place your interests before our own. All investments are based on your best interests and we do not receive trailers or fees from third parties.

You know what you pay for

You pay a fee based on the value of your investments which is disclosed on your statement. This ensures our interests are aligned and you are kept informed of your investment performance over both the short and long term.

You have a blueprint for the future

You want to grow your wealth and we want to help you. Work towards your goals with a sophisticated roadmap that considers your personal investment, taxes, estate, legacy and insurance needs.

You’re in good hands

You entrust us with a tremendous responsibility – one we take very seriously. Our institutional approach to investing, robust portfolio management framework and formal oversight ensure that your portfolio is managed to high standards of ethics and professionalism.

We structure portfolios to maximize returns consistent with your personal risk tolerance and minimize risk through proper diversification, quality of investments and dividends.

You deserve 100% attention

You want freedom to focus on what’s really important to you and the confidence of knowing that your Investment Counsellor is always available to help and keep you informed.

Contact us to learn how our knowledgeable team of professionals, backed by the resources of RBC Wealth Management, can help you grow more than wealth.

Recent Insights

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The drastic reduction in immigration targets announced by the federal government is one of the more consequential policy reversals...

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The Canadian government has been under growing pressure to align the inflow of newcomers to the country with current labour market...

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Robin Swinton

Robin Swinton, CFA, CFP

Senior Investment Counsellor

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Graydon Glans

Graydon Glans, CPA, CA, CFA, CFP

Investment Counsellor

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Jane Yu

Jane Yu, CFA, CFP, MBA

Associate Portfolio Manager

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Headshot of Sloan McGannon

Sloan McGannon, CFA

Portfolio Management Assistant

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Aileen Balajadia

Aileen Balajadia

Private Client Associate

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