We Are Selective
Our investment advisory practice is based on quality not quantity. We limit the number of clients we advise, to ensure that all receive exemplary, attentive personal service.
Supported by the national and international resources of RBC Dominion Securities, we offer a range of investment, financial, taxation, insurance and estate planning services.
Portfolios will be aligned to reflect and fit the precise professional, personal and family expectations of clients we advise through our Wealth Management process which includes:
- Investment & Portfolio Management
- Financial Planning
- Tax Minimization Strategies
- High Net Worth & Family Wealth Management
- Insurance Based Solutions
- Retirement Planning
- Will & Estate Planning
