Total wealth management

Leveraging decades of financial services experience, the unparalleled resources of RBC Dominion Securities, and an unwavering commitment to your financial well-being, our team delivers comprehensive financial strategies to overcome any challenge or capitalize on any opportunity you may face.

Our unique approach involves an in-depth examination of three key areas:

Where you are

We spend meaningful time getting to know you, your family, and your current financial situation in order to uncover unique challenges and opportunities.

Where you’d like to go

With your current financial situation in mind, we discuss your specific needs, values, and goals, and where you’d like your wealth to take you over the long term.

How to get you there

Leveraging our in-house expertise in everything from financial planning to investment management, we provide a strategic plan to help you achieve your goals.

Piecing it all together

The pieces of your total financial picture that we bring together include:

Financial planning

We consider your unique needs, values, and goals and create an all-encompassing, stress-tested financial plan to help you accomplish them.

Investment management

We build you a fully customized portfolio based on your return expectations, risk tolerance, time horizon, and other unique preferences.

Tax strategies

We address your complex tax obligations, help you track your goals, and reduce your tax burden with personalized strategies.

Estate planning

We seek to protect your most valued assets, ease the transition of wealth to the next generation, and help you leave a lasting legacy.

Charitable giving

We help you build a structured charitable giving plan that helps you make a real difference in the causes that matter most to you.

Client education

We focus on educating you about your finances, industry trends, market updates, and other relevant topics.

Risk mitigation

We employ time-tested strategies to help mitigate risk, protect what you’ve built, and provide true peace of mind for the long term.

Retirement planning

We prepare you for the next exciting chapter of your life with a comprehensive plan designed to help you enjoy what you’ve built.

 

Total. Thoughtful. Tax-efficient.

Discover what our no-stone-left-unturned approach can do for you.

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