Wealth management solutions designed for you
Our Mission
As your Investment Advisors, our mission is to make a valuable contribution to your life by providing quality advice, sound portfolio management and excellent service. With the resources of Canada's leading full-service wealth management firm at our disposal, you'll receive the advice, analysis, and solutions you need to help you reach your goals.
Who We Can Help
We specialize in managing wealth for high-net-worth families, professionals and business owners. From asset management, to tax strategies, to insurance, financial and estate planning, our approach is comprehensive and evolves as your life does.
Private Investment Management
We offer discretionary management - the premier service offering of RBC Dominion Securities. Private Investment Management is designed to free you from the day-to-day details of managing your wealth. It gives you the confidence to pursue your goals, knowing your wealth will be managed by our team's highly qualified Portfolio Manager.
Our Relationships Are Built On Trust
With over 80 years of combined experience in financial services, our team of professionals is committed to building long-lasting relationships based on the core values of fairness, integrity and trust.
Lifetime Partnership
We are committed to a consistent, long-lasting partnership with you and your family. As you transition from building your assets to transferring wealth to your heirs, we'll be right there with you as your personal financial guides.
Contact Us
We would be pleased to meet with you for a complimentary consultation.
