Our Mission... Help You Spend Your Time

We help you focus on spending your time and energy pursing your interests in life.  With the vast resources of RBC Dominion Securities Inc., Will and his team are focused on working with you to develop a plan, and implement an investment strategy that takes into account your unique tax and estate considerations, thus giving you the flexibility to spend your time.  We do this by:  
 

  1.  Working with you to understand your goals

  2. Coordinating with our tax, financial and estate planning experts to develop a strategy

  3. Closely monitoring economic and financial markets to see how they may impact your situation

  4. Conducting regular reviews to ensure your strategy reflects your current financial situation

  5. Constant professional development

In providing the services noted above, we work closely with you and our internal experts, such as accredited Financial Planners and Will and Estate lawyers, to help identify an investment mandate that is right for you. Based on your lifestyle, needs and preferences, Will can manage the assets with your involvement or on a discretionary basis.