What sets us apart

History - Experience - Security - Opportunity

While being the longest running partnership at Canada’s largest Wealth Management firm has some clout - we know our clients want and deserve more.


  • We provide a “Family Office” style service for our top clients. We fully align with your needs and objectives, and act as your quarterback, ensuring streamlined communication and collaboration between all of your advisors

  • We have a dedicated Associate Wealth Advisor for coordination of all wealth planning services and most importantly follow up and implementation.

  • A highly experienced client service team that delivers personalized, proactive and responsive service to ensure we deliver on outcomes.

  • Specialized and extensive expertise and experience in Fixed Income and Equity markets

  • A partnership that has stood the test of time with a long history of helping clients achieve their goals and the infrastructure and tools to ensure it continues

  • Over 30 years there is no client situation that the firm has not encountered

  • The security, strength and support of RBC Dominion Securities

With a team combination of experience and youth intertwined with strong history and a long runway for the future we are notably unique.