Your prosperity is our mission


With a team of elite advisors, attorneys, tax and investment professionals, we execute advanced strategies to build and sustain your wealth.

Diane Tucker

Senior Wealth Advisor

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Tom Hoy, MBA

Associate Advisor

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Roberta Sparrow

Senior Associate

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Recent Insights

Don’t fight (or fear) the Fed

Don’t fight (or fear) the Fed

Apr 19, 2024 | Atul Bhatia, CFA

The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.

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Federal budget 2024: Key measures that may have a direct impact on you

Federal budget 2024: Key measures that may have a direct impact on you

Apr 17, 2024 | RBC Family Office Services

We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.

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