Gain confidence in your family's financial future

We provide comprehensive services designed to address your multi-faceted financial concerns, simplify your life, give you the freedom to pursue your other priorities and provide you with the confidence that your goals will be achieved.

In many cases, the key to a comprehensive financial plan is the level of customization it offers.  Whether you need assistance managing your family's wealth, maximizing your business investments, or providing stewardship for non-profit assets, we bring together the solutions you need in key areas such as:

  • investment management
  • financial planning
  • insurance strategies
  • comprehensive banking solutions
  • estate and trust services

Tailored to your individual needs, we provide the specific services you require today and in the future. 

Supported by a team of specialists, we will help you address your various wealth management needs through each stage of your life.

  • accumulating wealth and growing your assets
  • protecting your wealth by managing risk
  • managing the affairs of a loved one
  • converting your wealth into an income stream
  • transferring wealth to your heirs
  • creating a lasting legacy

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.


Rosemary Connolly, CIM, PFP

Investment Advisor


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