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We serve as a single point of contact in delivering a customized, high-value experience. Bringing together all aspects of your financial life into one coordinated plan, we are here to create, build, and protect your wealth.
We take the time to truly understand your financial needs and goals, your aspirations for the future, and your profile as an investor, so we can construct a distinct and complete wealth strategy.
Each client receives a personalized plan that considers retirement planning, estate planning, risk management, business assets, tax minimization, legacy goals, and more. This includes a clearly-defined investment strategy based on proven principles – wealth preservation, long-term capital appreciation – and which we manage on your behalf.
We put your plan into action using the best and latest economic analysis and research from RBC Capital Markets and 3rd-party proprietary sources. We also extend the availability of value-added wealth management experts, lawyers, and accountants, as needed.
We serve as circuit breakers, removing the emotions and guesswork from investing, and offering social and psychological support through both prosperous and challenging times.
We ensure your portfolio and financial plan adjust as your goals are realized, personal situation changes, and the markets evolve. This includes an invite for quarterly, semi-annual, or annual review meetings, between our team and your family, so we can align your strategy with your current needs.
Our client portfolios are multi-asset class and model-based to provide consistent and predictable oversight on all holdings, in real-time, based on objective and reasoned research. We can also complement with fixed income; environmental, social, and corporate governance (ESG); and socially responsible investment (SRI) funds, at your discretion.
A concentration of Canadian equities that offers broad exposure across sectors, with an emphasis on companies that display a strong track record of value creation for shareholders. Model focus: long-term capital growth
A diversified basket of dividend-paying Canadian equities designed to provide an attractive rate of current dividend income and the potential for longer-term capital appreciation. Model focus: sustainability of dividend payouts and ability to grow dividends over time
A collection of U.S. businesses with strong balance sheets and a track record of generating reliable cash flows and returning capital to shareholders. Model focus: above-average current income (dividend yield above 2% at cost) and potential for capital appreciation
A basket of U.S. companies that are expected to increase earnings at an above-average rate and with market capitalizations and trading liquidity in line with the S&P 500 component. Model focus: long-term capital growth
For nearly 25 years, we’ve helped solve increasingly sophisticated problems for some of the most successful individuals, foundations, families, and businesses in Canada. If you, or someone you know, can benefit from our disciplined approach to wealth management, we invite you to contact us.
