Recent Posts

David Chilton wearing blue sweater RBC royal trust logo

Have you made these two estate planning mistakes?

Nov 30, 2020 | RBC Wealth Management

The Wealthy Barber on what you may have overlooked in your estate plan.

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David Chilton wearing light blue sweater RBC royal trust logo

Why your digital assets should be part of your estate plan

Nov 25, 2020 | RBC Wealth Management

The Wealthy Barber on planning for your digital assets after you’re gone.

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The challenging path forward for yields

Nov 20, 2020 | Thomas Garretson, CFA

As the potential catalysts to a higher yield environment disappear, we explain why we think the fixed income landscape ahead will be challenging.

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Welcome

It all starts with you

We believe your future investment success depends on having a clear idea of what you are trying to accomplish, coupled with a realistic understanding of what you are like as an investor.  We focus on helping you formulate a long-term wealth management strategy appropriate for your situation.

Personalized service from your investment advisor

As dedicated professionals, Shawn and Barb will devote time and energy to fully understand your financial situation, life goals and tolerance for risk when creating a wealth management strategy that is right for you.

A plan is essential for success

Success rarely happens by chance.  You and Shawn will work together to define your investment objectives.  Then, Shawn will help you devise a strategy to achieve your objectives over a realistic time frame.

This is a long-term partnership

There is no simple, one-time solution.  Your situation changes, financial markets change and the factors that determine investment success can also change.  Your wealth management strategy needs the flexibility to anticipate and respond to these changes.  Shawn and Barb are committee to working with you through each stage of your life to help you meet your objectives.

A commitment to the highest standards

We understand how important it is to have confidence in the people you have entrusted with your investment assets.  As a member company of the RBC Financial Group, we are fully backed by the resources of Canada ’s leading provider of financial services.  We are also a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).

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