Our role is to help build, execute, and manage customized Wealth Management solutions to meet the individual needs of private clients, foundations, trusts and corporations.

Our goal is to provide Wealth Management solutions that will prudently manage your investments, simplify your life, preserve your capital and increase the probability of your financial success.

Investment Personnel:

Tyler Robinson, CFA, Vice President and Portfolio Manager has 28 years of investment and wealth management experience. Tyler spent the first 4 years of his financial career as a Personal Banker and Financial Advisor for the Royal Bank and Royal Trust. The last 24 years Tyler spent as an Investment Counsellor/Portfolio Manager developing, implementing and managing customized investment strategies for private clients, foundations and trusts.

Roger Gust, CIM, CFP, Vice President and Portfolio Manager has 27 years investment, financial planning, and wealth management experience. Roger spent the first 9 years of his financial career as a Personal Banker and Financial Planner for the Royal Bank and Royal Trust. The last 18 years Roger spent as an Investment Counsellor/Portfolio Manager developing, implementing and managing customized investment strategies for private clients, foundations and trusts.

Investment Management Process:

The investment management process is an on-going process that we feel is central to increasing the odds of your investment success.

  1. Setting and adjusting your objectives:
    • Needs analysis. Where you are now – where do you want to be?
    • Goals - retirement, estate planning, education, etc
  2. Creating your investment strategy:
    • Document your plan in a customized investment policy statement.
    • Goals, objectives and constraints.
    • Asset classes, Asset Allocation, Geographic Location
  3. Putting your strategy into action:
    • The implementation of your plans.  
  4. Managing your portfolio:
    • The on-going management of the portfolio in accordance to the investment policy statement. 
  5. Reporting and Communication:
    • Customized reporting and communication structured to meet your needs.
    • Review of objectives.